Financial planner · Naperville, Illinois

Heritage Drive Wealth Management

2704 Silver Spur Ct Suite #100, Naperville, IL 60565 · (815) 293-7311 · www.heritagedrivewm.com

On the record since August 10, 2026 · last read September 24, 2026 · 14 facts held

Hours

Monday08:30-16:00
Tuesday08:30-16:00
Wednesday08:30-16:00
Thursday08:30-16:00
Friday08:30-16:00
Saturdayclosed
Sundayclosed

Observed August 12, 2026opening hours as published on the Google profile — the business's own claim, not observed behaviour

What they sell

  • Education savings consulting
  • Estate planning
  • Financial planning
  • Investment advising
  • Retirement savings consulting
  • Asset Allocation
  • Cash Flow Analysis
  • Comprehensive Wealth Management
  • Investment Consultation
  • Investment Plans
  • Portfolio Management
  • Retirement Planning
  • Tax Projections
  • Wealth Management

Observed August 12, 2026menu or service items with prices as carried on the Google profile

The building

County records. A storefront outlives its tenants, which makes this the most durable thing on the page.

Building
2,817 sq ft, built 1998
Type
residential

Observed August 15, 2026City of Naperville GIS, the same publisher as the permit feed: the building and parcel polygons containing this business's coordinates. The footage is the WHOLE structure — and this one is 2 storeys to hold several tenants, so it is an upper bound on this business's space rather than a measure of it. Per-tenant area needs the unit, which the city does not publish

Also on the record

Website last updated
copyright 2024Aug 13, 2026
How it describes itself
Comprehensive Wealth ManagementSep 24, 2026
Website
reachableSep 24, 2026
Status
openAug 10, 2026
Ratings counted
2Aug 10, 2026
Rating
5Aug 10, 2026