Souza Financial Group

Souza Financial Group Our mission is to provide investment advice to a limited number of clients in order to provide the best possible service and attention.

We place our existing client needs before business development or prospecting. We feel that managing risk is essential

On April 17, 2006, I left the comfort of my past firm to step out and start my own firm.  This Friday marks 20 years in ...
04/15/2026

On April 17, 2006, I left the comfort of my past firm to step out and start my own firm. This Friday marks 20 years in business for us. It's been a wild ride, but I have loved it. Thank you to all my clients and anyone who supported our "little firm that could"; we are truly blessed.

Here's to 20 years of helping people in the Danville community.

It's a bittersweet day for us today.  We are officially down to ONE Lori.  Our beloved Lori Yerem retired today.  She ha...
04/01/2026

It's a bittersweet day for us today. We are officially down to ONE Lori. Our beloved Lori Yerem retired today. She has been with SFG for over 8 years and she will be missed. We wish her to best and hope she enjoys all her time with her kids and grandbaby. We love you, Lori!

03/13/2026

We are having phone and internet issues today. Our service provider is working diligently to fix the problem. We apologize for the inconvenience.

It’s been a ride these past 19 years.Owning a business comes with highs and lows, and it’s always good to pause and look...
05/30/2025

It’s been a ride these past 19 years.
Owning a business comes with highs and lows, and it’s always good to pause and look back. I came across these posters and was reminded of all the places Souza Financial Group has called home over the years.

To everyone who’s been part of the journey—thank you.
(And if you haven’t… what are you waiting for?) 😀

Happy 19th Birthday to Souza Financial Group!  19 years ago today, the "little investment firm that could" started from ...
04/17/2025

Happy 19th Birthday to Souza Financial Group! 19 years ago today, the "little investment firm that could" started from scratch. Thank you to all of our clients and their belief in our firm.

Exciting news! Souza Financial Group has officially settled into our new office, and we couldn’t be more thrilled to wel...
12/27/2024

Exciting news! Souza Financial Group has officially settled into our new office, and we couldn’t be more thrilled to welcome you. We’re still in the same great community, just in a new location that helps us serve you even better.

Come visit us at:
7 Boiling Springs Rd., Danville, IL 61832

Whether you’re stopping by to chat about your financial goals or just to say hello, we look forward to seeing you in our new space.

Thank you for your continued trust and support—we wouldn’t be here without you!

Getting close….sign installed.
12/17/2024

Getting close….sign installed.

We’re thrilled to share some exciting news—our office is moving! 🎉 At the end of the year, we’ll be relocating to 7 Boil...
12/04/2024

We’re thrilled to share some exciting news—our office is moving! 🎉 At the end of the year, we’ll be relocating to 7 Boiling Springs Road (currently the corporate office for McDonald's and formerly Robinson Chiropractic).

Now, you might be thinking, “Wait... didn’t they just move?” (Yes, that was over two years ago!) Here’s the story: When the Witzels sold their business, they no longer needed their corporate office. I had inquired about the space before we purchased our current building, but at the time, it wasn’t available.

Our new location is directly behind Myers Carpet Weavers, just north of Lowe’s, and across the street from Kohl’s and Meijer. The new space is larger and will allow us to continue growing and serving you even better for years to come.

Looking forward to seeing you in 2025!

Fall decor for the office.  Looks great, Lori!
10/05/2023

Fall decor for the office. Looks great, Lori!

08/23/2023

Address

7 Boiling Springs Road
Danville, IL
61832

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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