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Affiliate Advisor

Bob Thompson

(708) 422-3711

bob@progressivefinancial.net

My Links of Interest

Progressive Financial is a DBA and independent of Harvest Investment Services, LLC

Meet Your Advisor

  • Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Members FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Progressive Financial Planning Services, Inc. is independent of Concourse Financial Group Securities, Inc.
  • Bachelor of Science in Accounting – University of Illinois 1982
  • Master of Business Administration – Keller Graduate School of Management 1988
  • FINRA AND SIPC Member since 1989
  • 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
  • Licensed General Securities Representative in : AZ, CAS,CO, FL, GA, IL, IN, MN, NM, OH, UT and WI
  • 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.

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