Broker Check

1650 North Arlington Heights Road, Suite 206, Arlington Heights, IL 60004

847-454-0255
b&rfinancial@weg1.com
Client Logins

At our firm, we have the client—and only the client—in mind.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Todd Balber

Todd Balber, CFP®

CERTIFIED FINANCIAL PLANNER™ and Partner

847-454-0255 Ex.302

847-454-0328

tbalber@weg1.com

Todd has been successfully helping clients navigate up to and throughout the retirement planning process since 1996. Todd earned a bachelor of science degree in finance from Indiana University. Todd is a CERTIFIED FINANCIAL...
Read more
Gary Richards

Gary T. Richards, CFP®

CERTIFIED FINANCIAL PLANNER™ and Partner

847-454-0255 Ex.303

847-454-0328

grichards@weg1.com

Gary started in the financial services industry in 1994 with a commitment to help people better prepare their personal finances and plan for retirement. Gary has a BA in Business with a concentration in Economics. In 2001 Gary obtained...

Read more
Mary Lynn Jackson

Mary Lynn Jackson

Executive Assistant and Client Services Specialist

847-454-0255 Ex.305

mjackson@weg1.com

Mary Lynn is an executive assistant and client services specialist. She assists Gary and Todd in making sure the clients are confident and comfortable navigating their retirement planning goals and objectives. She joined B&R Financial...
Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.