Affiliate Advisor
Bob Thompson
bob@progressivefinancial.net
My Links of Interest
Progressive Financial is a DBA of Harvest Investment Services LLC, a Registered Investment Advisor. Financial Planning and Investment Advisory Services offered through Harvest Investment Services, LLC. All other services provided through Progressive Financial are separate and distinct from Harvest Investment Services, LLC, and current or prospective clients are under no obligation, contractually or otherwise, to engage in these additional products/services.
Meet Your Advisor
- Bachelor of Science in Accounting – University of Illinois 1982
- Master of Business Administration – Keller Graduate School of Management 1988
- Member of the Financial Planning Association 1990
- Member of Institute of Certified Financial Planners since 1991
- Fully Licensed Certified Financial Planners Registry of Practitioners since 1994
- Accredited Investment Fiduciary since 2016
- Certified Retirement Services Professional since 1997
- Producer of Life, Accident, and Health Insurance in: IL, IN and FL
- Rob is married and has three grown children, a granddaughter and has recently adopted another son. He is a longtime resident of Oak Lawn, IL, and enjoys golfing, cycling, and leading the music ministry at his church with his wife, Edith.
My Specialties
Here are Some of the SERVICES that I can offer you.
Financial Planning
Retirement Planning
Investment Management
Retirement Strategies
RMD Strategies
Estate Planning
Fiduciary Investment Advice
Set Up 401k Plans
I’m ready when you are!
Let’s start a conversation.