Regent Financial and Insurance Services
Regent Financial and Insurance Services
Regent Financial and Insurance Services

Cruz Tax Advisory

We understand how important it is for you to be able to trust your advisor-particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

That trusted advisor is Cruz Tax Advisory, LLC. We are experienced, responsive, and understand your need for integrity and transparency.

Cruz Tax Advisory, LLC  is a Qualified Asset Tax Planning Firm serving the western suburbs of Chicago.  We have developed our tax practice business by studying and training under Ed Slott & Company.  Ed Slott, CPA is the Premier IRA Expert in the country based on the Wall Street Journal.  Rey has studied under Ed for over five years.  In October 2007 Rey obtained Elite Advisory status followed by Master Elite Advisor status in October 2009.

To schedule a time to discuss your retirement future, contact us at or call us at 630-897-0333.

What is an Elite Advisor?


Benefit of Working with YOUR Elite Advisor

Connect with us