Asset management services in Lombard, IL
12 results found
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World Finance
● ClosedWorld Finance is a reputable financial institution located at 1201 East 5th Street in Metropolis, Illinois, United States. Specializing in personalized financial solutions, World Finance offers a wide range of services including personal loans, tax preparation, and bill payment assistance. With a team of knowledgeable professionals, World Finance is committed to helping individuals achieve their financial goals and provide support in times of need. Visit us today to experience top-notch customer service and tailored financial solutions.
1201 E 5th St Ste C, Metropolis, IL 62960, United States -
State Farm - Nick Janet, Agent
● ClosedState Farm - Nick Janet, Agent is an insurance agency located at 342 East North Avenue, Lombard, Illinois, United States. Situated at the corner of North Ave. and Grace St. between Starbucks and CVS, we offer a range of insurance services to help protect your family and assets. Our office manager, Kathleen Kay, has been with us since 2007 and works tirelessly to ensure all our customers are taken care of. From gas theft prevention tips to information on Social Security survivor benefits, we are here to help you navigate the world of insurance. Please do not include sensitive personal information when contacting us. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. For investment advice, please consult a tax or legal advisor. Contact us at (630) 627-1679 for assistance.
342 E North Ave, Lombard, IL 60148, United States -
Equity Insurance Agency
● ClosedEquity Insurance Agency is a trusted insurance agency located at 313 South Main Street in Lombard, Illinois. We specialize in providing a wide range of insurance solutions to protect you and your assets. Our experienced agents are dedicated to finding the best coverage options for your individual needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to learn more about how we can help you secure your financial future.
313 S Main St, Lombard, IL 60148, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 347 North Schmidt Road in Bolingbrook, Illinois, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you need assistance with loans, investments, or financial planning, World Finance is here to help you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can support your financial success.
347 N Schmidt Rd, Bolingbrook, IL 60440, United States -
Williams & Kite LLC.
● ClosedWilliams & Kite LLC, located at 1900 South Highland Avenue in Lombard, Illinois, is a law firm specializing in Business Law, Estate Planning, Estate Administration, and Real Estate. Their approach is direct and simple, with knowledgeable and experienced attorneys working closely with clients to understand their specific needs and provide innovative solutions to support personal and business goals in an economical and efficient manner. The firm is committed to providing quality estate planning services for individuals, couples, and families, customizing estate plans to meet the unique needs of each client. Services offered include wills and trusts, asset protection, special needs planning, and charitable giving techniques. They also work with closely-held businesses and their owners, assisting with organizational structure, succession planning, and passing business interests to future generations.
1900 S Highland Ave STE 100, Lombard, IL 60148, United States -
Spahn Financial - Northwestern Mutual
● OpenSpahn Financial - Northwestern Mutual is a finance and insurance agency located at 377 Butterfield Road in Lombard, Illinois, United States. With a commitment to helping individuals and businesses achieve financial security and peace of mind, Spahn Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Spahn Financial - Northwestern Mutual is here to help you navigate the complexities of the financial world with confidence.
377 Butterfield Rd Ste 400, Lombard, IL 60148, United States -
Commonwealth Financial Network
● OpenCommonwealth Financial Network, located at 101 West 22nd Street in Lombard, Illinois, is a leading financial institution dedicated to empowering independent financial advisors. With a focus on providing sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network prioritizes the success of its partners. In 2023, Commonwealth Financial Network achieved a remarkable milestone by recruiting $15.9 billion in assets, showcasing their commitment to excellence and growth. As we look towards the future in 2024, the institution offers valuable insights through their 2024 Outlook, helping advisors navigate the ever-changing economic and market landscape.
101 W 22nd St STE 200, Lombard, IL 60148, United States -
Independence Capital Financial Partners, LLC (ICFP)
● ClosedIndependence Capital Financial Partners, LLC (ICFP) is a leading financial firm located at 555 East Butterfield Road in Lombard, Illinois. Specializing in financial planning, wealth management, and asset protection strategies, the experienced advisors at ICFP have over 75 years of combined expertise in the industry. With a client-centered approach, ICFP focuses on building long-term partnerships with individuals to help them achieve their financial goals. At ICFP, financial planning and wealth management intersect to provide clients with a comprehensive strategy for their financial future. The firm offers personalized services to residents in various states, with offices conveniently located in Lombard and Naperville, Illinois. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, while advisory services are provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
555 E Butterfield Rd Suite 212, Lombard, IL 60148, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 412 South Highland Avenue in Lombard, Illinois, United States. We believe in providing every individual with a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources tailored to your top financial concerns, understanding your unique situation and goals to create strategies and solutions that align with your priorities. Our free virtual coaching service, Money Canvas™, empowers you to develop healthier money habits at your own pace. Whether you are just beginning your financial journey, building a foundation, or approaching retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We can assist you in creating a plan that keeps you focused on what matters most, even in times when you may feel financially off course.
412 S Highland Ave, Lombard, IL 60148, United States -
Provider Group Wealth Advisors
● ClosedProvider Group Wealth Advisors is a leading finance institution located at 555 East Butterfield Road in Lombard, Illinois, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning services tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Provider Group Wealth Advisors is here to help you navigate the complexities of the financial world and secure your financial future.
555 East Butterfield Rd #212a, Lombard, IL 60148, United States -
Bank Advisors Ltd.
● ClosedBank Advisors Ltd. is a premier finance institution located at 477 Butterfield Road in Lombard, Illinois, United States. Our team of expert advisors is dedicated to providing top-notch financial services and advice to our clients. Whether you are looking to invest, save, or plan for the future, our experienced professionals are here to help you every step of the way. Trust Bank Advisors Ltd. to guide you towards financial success and security.
477 Butterfield Rd # 203, Lombard, IL 60148, United States -
The Music CPA
● ClosedThe Music CPA is a specialized institution located at 101 West 22nd Street, Lombard, Illinois, United States, offering full-service accounting, tax preparation, tax compliance, and consulting services to recording artists, musicians, bands, recording labels, and other music industry businesses. The team consists of accountants who are also musicians, providing expertise in entertainment industry tax and accounting matters nationwide. Working directly with entertainers or their representatives such as agents, attorneys, and personal managers, The Music CPA focuses on a range of financial issues including tax matters, recoupable expenses, tour budgeting, asset depreciation, contracts, and program budgeting. Unlike other professionals in the industry, The Music CPA does not take a percentage of entertainment revenues, ensuring an independent and trusted outlet for financial management and decision-making.
101 W 22nd St Ste 207, Lombard, IL 60148, United States
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