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Babich & Associates, Financial Services, Inc.

  •  Tel: 630-434-8857
  •  Fax: 630-434-8867
  •  

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Proactive Planning

for a confident future

Helping You

work towards your dreams

Guidance

to gain financial independence

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About


Peter Babich, CFP®

CERTIFIED FINANCIAL PLANNER ™ Professional

630-434-8857
630-434-8867
peter.babich@lpl.com

 

QUALIFICATIONS

University of Illinois

    Bachelor of Science, Finance

FINRA Licenses 7,63,24,65

Certificate in Financial Planning from DePaul University

Illinois Life License including Accident and Health Insurance

MY BUSINESS

I have been helping clients achieve their financial goals for more than 20 years. I manage over $75 million in assets for approximately 300 clients.

We specialize in working with:

▪ Individual Investment Accounts

▪ Life Insurance 

▪ Trust Accounts                                                                      

▪ Affluent Households

▪ Corporation Accounts                                                            

▪ Retirement Plans

▪ IRA Rollovers                                                                         

▪ College Planning

MY FAMILY

I, and my children, Jack, Max and Grace, have lived in Downers Grove since 1998. We are active in our school and church, St. Mary’s of Gostyn. We enjoy being involved with Fury Baseball, Rogue Baseball and Rebel’s softball.

 


Nicole Bahnsen

LPL Registered Sales Assistant

nicole.bahnsen@lpl.com

Nicole has been working with Peter since June 2002. In December 2007, she earned her bachelors degree in Public Relations from Roosevelt University. Soon after graduating she also gained her Series 6 and 63 securities registrations, which are held with LPL Financial.

She strives to provide prompt resolutions regarding account updates, service inquires and welcoming new clients. She enjoys maintaining a helpful and friendly attitude while assisting our 250 clients. Over the years, these relationships have become the strong foundation of our company and we always put our clients interests and needs first. An organizer at heart, she is happy to provide clients with advice in managing their paper and electronic files to ease the task of record keeping. Whether you need assistance in setting up online account access with LPL Account View or updating an account due to a life change, she looks forward to the opportunity to help take the stress out of planning for your future.

Nicole lives a happy life in Lockport with her husband, Neal, children Bruce and Ellie and weenie dog Dudley. On the weekends they can be found working on a variety of home improvement projects or biking, gardening or playing outside with the kids.

 

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6912 Main Street Suite 112
Downers Grove, IL
60516 United States

  •  Tel: 630-434-8857
  •  Fax: 630-434-8867
  •  peter.babich@lpl.com
  •  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, IL, IN, MI, MO, NC, NJ, OH, OR, PA, TN, WI.

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