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Since 1997, Moser & Heier Financial Solutions, have been helping individuals and small businesses with financial, investment and tax planning. The founding partners, Barbara Moser and Connie Heier, are both CERTIFIED FINANCIAL PLANNERS and Certified Public Accountants each with more than 20 years of experience in the industry. They specialize in pre-retirement planning, retirement income and tax strategies.

Barbara and Connie have a team approach whereby they are available to service the needs of their shared clients. They coordinate their schedules to ensure someone is in the office and available for any questions you may have. They are both members of Royal Court which represents the Top 50 Producers with their broker/dealer, Royal Alliance Associates, Inc. 

To support them and further assist you, there are additional team members with a specific role, if you are unsure who to contact, Gloria will be able to help direct you.



Barbara Moser
CERTIFIED FINANCIAL PLANNERâ„¢
Certified Public Accountant
630 322-9160 Ext. 102
barbara@mhfinancialsolutions.com

Barbara enjoys spending time with her husband and daughter, playing golf and tennis, the arts in Chicago and traveling to visit her family in Minnesota.




Connie Heier
CERTIFIED FINANCIAL PLANNERâ„¢
Certified Public Accountant
630 322-9160 Ext. 101
connie@mhfinancialsolutions.com

Connie enjoys spending time with her two children, reading, traveling and visiting with family and friends.






Contact Us
901 Warrenville Road, Suite 100
Lisle, IL 60532

Phone: (630) 322-9160
Fax: (630) 322-9162

info @mhfinancialsolutions.com
Map and Directions

barbara@mhfinancialsolutions.com
connie@mhfinancialsolutions.com

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This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, LA, MA , MI, MN, MO, NH, NM, NC, OH, PA, SC, TN, TX, WA, WI.  No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor. CPA, and insurance services offered through Moser & Heier Financial Solutions. Entities listed are not affiliated with Royal Alliance Associates, Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 


Check the background of this financial professional on FINRA's BrokerCheck.