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Boca Financial is the Florida branch of Midwest Investment Services, LLC., based in East Peoria, Illinois.


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.   


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.


PLEASE USE OUR BUSINESS PARTNERS

Contact:

EMAIL: ClientServices@Boca-Financial.Com

Jon@Boca-Financial.Com

Direct: 309-251-4600

Main Office: 

7000 W. Palmetto Park Road

Suite 210

Boca Raton, FL 33433

Offices:

FLORIDA (Main Office):

EMAIL: ClientServices@Boca-Financial.Com

Direct: 309-251-4600

7000 W. Palmetto Park Road

Suite 210

Boca Raton, FL 33433

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

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