Bank assistance in Lake Forest, Illinois
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Bank Direct Capital Finance
Bank Direct Capital Finance is a leading financial institution located at 150 North Field Drive in Lake Forest, Illinois. As a finance company, we specialize in providing a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert guidance. Whether you need a loan, investment advice, or help with managing your finances, Bank Direct Capital Finance is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Diamond Residential Mortgage Corporation
Diamond Residential Mortgage Corporation is a leading finance institution located at 582 Oakwood Avenue in Lake Forest, Illinois, United States. With a strong reputation for providing top-notch mortgage services, Diamond Residential Mortgage Corporation is dedicated to helping individuals and families achieve their homeownership goals. Their team of experienced professionals offers personalized solutions and expert guidance to make the mortgage process as smooth and efficient as possible. Whether you are a first-time homebuyer or looking to refinance, Diamond Residential Mortgage Corporation is committed to providing exceptional service and support every step of the way.
Chap Waters - State Farm Insurance Agent
Chap Waters - State Farm Insurance Agent is a reputable insurance agency located at 27899 Irma Lee Circle, Lake Forest, Illinois, United States. The agency offers a range of insurance services including life insurance, annuities, and pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. The agency also provides valuable information on various topics such as the dangers of drinking and driving, student loan consolidation, and recognizing signs of roof damage. Customers can also access deposit products offered by U.S. Bank National Association and credit card services through Visa U.S.A. Inc. It is important to note that State Farm does not endorse the content of third-party sites and advises customers to consult tax or legal advisors for personalized advice. For more information or assistance, customers can contact the agency at (847) 281-9900.
Brian Lock - State Farm Insurance Agent
not warrant the merchantability, fitness, or quality of the products and services of the third parties. Brian Lock - State Farm Insurance Agent is an insurance agency located at 105 Washington Avenue in Highwood, Illinois. Our experienced team is dedicated to providing efficient and easy service to our customers. With over 13 years in business, we have consistently qualified for prestigious awards such as Chairman Circle, Ambassador Club, and SVP Club by always prioritizing our customers' needs.
Craig Perry - State Farm Insurance Agent
Craig Perry - State Farm Insurance Agent is a reputable insurance agency located at 222 East Wisconsin Avenue in Lake Forest, Illinois. With over 20 years of experience with State Farm Insurance, Craig Perry serves customers in Illinois, Wisconsin, and Indiana. As a Small Business Leader, he has been recognized as one of the Top 50 Agents in the company. Specializing in relocations to Lake Forest and Lake Bluff, as well as assisting small business owners, Craig Perry has a deep understanding of the local community having grown up in Downers Grove, Illinois, and graduated from Eastern Illinois University. The agency offers a wide range of insurance options including Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, and Financial Services. Their main goal is to find the right coverage tailored to the specific needs of each customer. They provide FREE insurance quotes and have a 24/7 Good Neighbor service for immediate assistance. Customers can stay connected with the office and the local business community by following them on social media.
Bo Dempsey - State Farm Insurance Agent
Bo Dempsey - State Farm Insurance Agent is a trusted insurance agency located at 890 Green Bay Road in Winnetka, Illinois. Bo Dempsey is a proud third generation insurance agent and a new resident of Evanston, IL. With over 9 years of experience in the insurance industry, Bo Dempsey is dedicated to providing top-notch service to clients in Winnetka, Northfield, Lake Forest, Glencoe, Glenview, Evanston, Kenilworth, and surrounding towns. As a one stop shop for all your insurance needs, Bo Dempsey offers coverage for auto, motorcycle, home, renters, pet, condo, and life insurance. Whether you're a new parent like Bo's newborn son Declan, or an empty nester looking for new hobbies, Bo Dempsey is here to help you navigate the world of insurance.
Pasquesi Sheppard LLC
Pasquesi Sheppard LLC is a leading accounting and finance firm located at 585 North Bank Lane in Lake Forest, Illinois, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to investment management and retirement planning, Pasquesi Sheppard LLC is dedicated to helping their clients achieve their financial goals. Whether you are looking for assistance with your personal finances or need help with your business accounting, Pasquesi Sheppard LLC is here to provide expert guidance and support.
Preiss & Co
Preiss & Co is a reputable finance institution located at 1551 Tara Lane in Lake Forest, Illinois, United States. With a focus on providing top-notch financial services, Preiss & Co is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or financial planning assistance, the experienced team at Preiss & Co is here to help. Trust in Preiss & Co for all your financial needs.
Moebs $ervices, Inc.
Moebs $ervices, Inc. is a finance institution located at 810 South Waukegan Road in Lake Forest, Illinois, United States. With a focus on providing top-notch financial services, Moebs $ervices, Inc. offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, investing, or financial planning, Moebs $ervices, Inc. has the expertise and resources to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your financial needs.
Pasquesi Sheppard: L. Robert Pasquesi CPA
Pasquesi Sheppard: L. Robert Pasquesi CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Founded by Bob Pasquesi and Don Sheppard, the firm prides itself on providing top-notch expertise and quality work with a focus on exceptional client service. With a team of over 40 highly trained individuals, Bob offers a wide range of accounting, consulting, and tax services for both businesses and individuals. Bob is a licensed Certified Public Accountant in Illinois, as well as an AICPA Certified Personal Financial Specialist and Certified Financial Planner. He is actively involved in financial and tax planning for clients, assisting with business transactions, tax strategies, and estate planning. Bob is known for his advocacy on behalf of his clients and works with a team of professionals to ensure quality service.
Pasquesi Sheppard: Michelle Prosecky CPA
Pasquesi Sheppard: Michelle Prosecky CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Michelle Prosecky, a Certified Public Accountant, has been a valuable member of the firm since 2000. With a focus on attestation work for closely-held businesses, Michelle has extensive experience working with manufacturers, construction contractors, non profits, and professional service organizations. Michelle's expertise in various tax areas allows her to assist closely-held businesses in maximizing their tax savings opportunities through strategic financial planning. She also specializes in advanced wealth transfer strategies, ensuring that assets are properly passed down to the next generation through trusts, family limited partnerships, and private foundations.
Pasquesi Sheppard: David A. Schafer CPA
Pasquesi Sheppard: David A. Schafer CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. David Schafer has been a member of the firm since 1992, offering tax, accounting, attestation, and consulting services to clients in various industries such as construction, distribution, retail, service, and manufacturing. He provides guidance to business owners on accounting and tax matters related to startup, acquisition, and sale of businesses, as well as everyday consulting issues. David also works with high net worth individuals and families, assisting them with bookkeeping, tax compliance, and planning. He is a member of professional organizations such as the American Institute of Certified Public Accountants, the Illinois CPA Society, and the Lake County Contractors Association. Additionally, David is actively involved in the Rotary Club of Lake Forest and Lake Bluff, serving on the Board of Directors. In his free time, he enjoys following both professional and amateur sports. David resides in Gurnee with his wife and two children.
Pasquesi Sheppard: Timothy B. Klein CPA
Pasquesi Sheppard: Timothy B. Klein CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Tim Klein, a partner at the firm since 1986, offers a wide range of attestation, accounting, and tax services to closely held companies and their owners. With a focus on audits, reviews, compilations, and tax engagements, Tim also assists clients with succession and estate planning. During the summer, Tim specializes in providing audit and tax services to nonprofit organizations, including private schools. With a Bachelor of Business Administration Degree from the University of Wisconsin, Tim's expertise as a CPA allows him to help clients achieve their business, personal, and financial goals. Active in the community, Tim serves on the boards of several organizations and is Chairman of the Finance Committee at the College of Lake County Foundation. A member of the American Institute of Certified Public Accountants and the Illinois CPA Society, Tim enjoys playing golf, watching sports, and spending time with his family at baseball games. Residing in Libertyville with his wife and five children, Tim brings a wealth of experience and dedication to his clients at Pasquesi Sheppard.
Pasquesi Sheppard: Donald C. Sheppard CPA
Pasquesi Sheppard: Donald C. Sheppard CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. The founder, Donald C. Sheppard, has a strong background in accounting and finance, with experience in audits, reviews, compilations, and tax returns for businesses, trusts, and individuals. In addition to traditional accounting services, the institution also offers assistance in starting new businesses, income tax planning, consulting on accounting and business issues, purchasing or selling businesses, and estate planning. Donald believes in building strong relationships with his clients to effectively solve challenges together.
Pasquesi Sheppard: Dennis P. O’Brien CPA
Pasquesi Sheppard: Dennis P. O’Brien CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Dennis O'Brien, a seasoned CPA and CFO, has been a partner at the firm since 1987. With years of experience in both public accounting and private sector financial management, Dennis specializes in providing tailored financial planning services to entrepreneurial businesses, not-for-profit organizations, and high net worth individuals. His unique perspective as both a CPA and CFO allows him to assist clients in achieving their strategic goals for success. In addition to his professional work, Dennis is actively involved in various charitable organizations and is a member of prestigious accounting associations. He holds a Bachelor's degree in Business Administration from the University of Notre Dame. In his free time, Dennis enjoys spending time with his family, including his wife and their dogs, as well as cycling on roads and trails.
Fifth Third Preferred - Eric Behrends
Fifth Third Preferred - Eric Behrends is a finance institution located at 7727 Lake Street in River Forest, Illinois, United States. As a part of the Fifth Third Preferred program, clients can benefit from personalized financial services and exclusive perks. Eric Behrends is the dedicated Preferred Relationship Manager at this location, ready to assist clients with their financial needs and goals. Contact Eric Behrends today to learn more about the Fifth Third Preferred program and how it can benefit you.
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