Boca Financial Services
(Florida branch of Midwest Investment Services)
Serving Clients across the United States
Offices located in Boca Raton, and East Peoria,
who we are
A Lifetime of Service
Jonathon W. Aggen, Certified Financial Fiduciary® founded the practice in 2015 in East Peoria Illinois. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He is an Independent Financial Advisor and Insurance Broker who holds Series 7, 66, Life, Health, Property, Casualty Licenses, and holds the Certified Financial Fiduciary® designation as well as a BA from the University of Illinois. He maintains offices in East Peoria, Illinois as well as Boca Raton, Florida. Karen and Courtney Brooks also work as part of the client services team.
MISSION AND VISION
Our philosophy is to always provide our clients with the best possible service.
We don't work only M-F from 9-5, we work when our clients need us. If our clients call us in late evening, on weekends, and holidays, we don't put you in a queue until 9 AM on the next business day. We will respond as soon as we can. We have a fiduciary responsibility to make recommendations we feel are suitable for our clients. If we wouldn't do it ourselves (in your situation), we would not recommend it for you either.