Business Details
About
Financial Planner
Andy Roche is a Senior Vice President of Personal Trusts and brings over 25 years of trust experience to Old Second. In addition to his role as Head of Trust Administration, he also oversees taxes, trust operations and is the department’s IRA expert. Roche earned a bachelor of science in accounting with a business minor from St. Joseph’s College and a master of business administration in finance from Benedictine University. He is also a graduate of National Graduate Trust School at Northwestern University, a graduate of DePaul Financial Planning Certificate, is a CPA, CFP®, and holds a FINRA Series 65 License.
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Frequently Asked Questions About Andy Roche - Wealth Management
Who is Andy Roche and what is his role at Old Second?
Andy Roche is a Senior Vice President of Personal Trusts at Old Second, with over 25 years of experience. He oversees trust administration, taxes, trust operations, and is the IRA expert for the department.
What qualifications does Andy Roche hold?
Andy Roche holds a bachelor of science in accounting with a business minor from St. Joseph’s College, an MBA in finance from Benedictine University, is a CPA, CFP®, has a FINRA Series 65 License, and graduated from National Graduate Trust School at Northwestern University and DePaul Financial Planning Certificate.
Where is Andy Roche - Wealth Management located?
Andy Roche - Wealth Management is located at 37 S. River St, Aurora, IL 60506, USA.
What are the main services provided by Andy Roche - Wealth Management?
They provide wealth management services focusing on personal trusts, trust administration, taxes, trust operations, and IRA expertise.
How can I contact Andy Roche for financial planning services?
You can contact Andy Roche via phone at +1 630-906-5464 or email at aroche@oldsecond.com.
Is Andy Roche - Wealth Management currently open?
Yes, Andy Roche - Wealth Management is currently open.
Can you recommend nearby financial or loan officers near Andy Roche - Wealth Management?
Yes, nearby commercial and mortgage loan officers include Tim J. Woodcock, Don Pilmer, Travis Andry, Juwana Zanayed, Bibiana Salas, Joe Gordon, Ana N. Torres, David Mottet, Will Garcia, and John Gorzak, offering business banking and mortgage services.
Are there other wealth management services near Andy Roche - Wealth Management?
Yes, nearby wealth management professionals include Mike Cava, CFA CFP, and Andrew Crouch who also provide financial services.
What nearby services could help visitors to Andy Roche - Wealth Management with mailing or legal needs?
Nearby services include USPS for postal needs, and law offices such as Law Offices of R.F. Wittmeyer, Ltd., Heady Law Office, Law Office of Geneva L. Penson, and Anderson and Uddin for various legal services.
What other community resources are located near Andy Roche - Wealth Management?
Nearby community resources include Seed Of Nations International Centre, Simply Destinee Youth Center, and The Light of The Heart, which offer various community service and non-profit programs.