RUBI VELAZQUEZ

815-556-9629

Advisor@mrvfinancial.com

1900 E Golf RD Suite 950A

FAX: 419-851-2534

Office Hours:

Monday 11AM-6PM

TUESDAY 11AM – 6PM

WEDNESDAY 11AM – 6PM

THURSDAY 11AM – 6PM

FRIDAY 11AM – 6PM

Sat: 8Am-2PM

Sun: CLOSED

contact me today

ABOUT ME

Rubi Velazquez

Chief Executive Officer at MRV Financial and serving our community as a Financial Advisor 

I am  Business owner in the town of Plainfield, IL. I have lived in this town since 2006. My family and business love this town and always look for ways to invest, volunteer and give back to our community and surrounding areas. 

I am a financial advisor; I love helping others by bringing clarity to their current financial house, assess their finances and fill in the gaps with experience and a team to help my clients achieve their goals and dreams. 

As a Financial advisor and investor not only do I have access to investment vehicles to fit your needs, but I am able to help diversify investments by aligning them towards your goals, giving you the opportunity to talk to someone who can provide professional information about different investments types to make sound decisions to continue the journey towards financial freedom. Once hired I draft a plan that is suited to meet your needs!

To learn more, set financial goals and deadlines to improve personal or business situation, or if you’re just looking for opportunities to maximize your savings, please contact me for an appointment.

Helping you achieve your goals and dreams since 2014. I would love to be part of your Financial House Team.

BIO

  • Certified Public Accountant (CPA) Candidate, The American Institute of Certified Public Accountants (2020-2021)
  • Master in Accounting and Financial Management, Keller Graduate School of Management, Naperville, IL (2020)
  • Series 6 and Series 63 Licenses Registered agent with (FINRA) Financial Industry Regulatory Authority (2014)
  • Licensed Insurance Producer For Variable contracts, Fire, Health, Life & Casualty, The IL Department of Insurance (2014)
  • Bachelor in Business Management and Accounting, DeVry University, Chicago, IL  (2008)

Services

Financial Planning

  • Paying for college 
  • Buying a home
  • Medical Bills
  • Because life happens!
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Taxes

  • Individual
  • 1099-Contractors
  • Business Owner
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Other Financial Services

  • Business registration with the state of IL & IRS
  • Budgeting 
  • Bookkeeping
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Testimonials

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