FAQs

What sets JPV Financial apart?

First, because we are independent, our recommendations are always based on what is right for our clients and not by a quota. Second, we take the time to get to know you before we begin the planning process. Finally, we focus on a comprehensive approach that takes five key areas into consideration: Investments, Insurance, Estate Planning, Taxes and Cash Flow.

How long have you been in financial services?

Joe Velez has been in the financial field for over 13 years. Graduating from DePaul with a degree in Finance, Joe interned at Merrill Lynch, managed a mortgage company and worked on the floor of the Chicago Board of Trade. He began his career as a financial advisor in 2007.

How much do I need to invest?

No matter where you are in your financial life, JPV Financial has the tools to help you organize and plan for your financial future.

What should I expect in working with JPV Financial?

At JPV Financial, we have developed a systematic approach towards financial planning. You should expect to be treated as the individual you are. We understand that every one of our clients has different needs and experiences when it comes to money. Our job is to understand your needs and experiences and deliver a level of service that matches your expectations.

How can I get started working with JPV Financial?

The “Contact Us” tab above has all of our contact information.