Bank financial planning in Gurnee, IL
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Thrivent Financial
● OpenThrivent Financial, located at 1800 Nations Drive in Gurnee, Illinois, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of resources and services to help individuals achieve their financial goals, starting with the right financial advisor matched to their unique needs. Money Canvas™ is a free virtual coaching service that empowers clients to build healthier money habits at their own pace. Thrivent seeks to understand each client's unique situation and goals to create a personalized financial plan that prioritizes what matters most to them. Whether just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors help clients navigate life's challenges and opportunities. They also offer generosity programs and charitable planning options to give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Their mission is driven by a higher purpose to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through licensed financial advisors. Visit Thrivent.com for more information about their services and professionals.
1800 Nations Dr, Gurnee, IL 60031, United States -
Stefanie Curtis - State Farm Insurance Agent
● ClosedStefanie Curtis - State Farm Insurance Agent is a reputable insurance agency located at 4949 Grand Avenue in Gurnee, Illinois, United States. Stefanie Curtis is a third-generation State Farm agent with a passion for helping people and providing insurance and financial services to the community. With a strong family legacy in the insurance industry, Stefanie is dedicated to offering personalized life insurance and health insurance plans to protect the most important assets of her clients. Stefanie is supported by a dedicated team, including Ann, Carlos, Ethan, and Josh, who are committed to providing expert guidance and building lasting relationships with customers. Ann has a background in competitive gymnastics and cheerleading, while Carlos is a sports enthusiast and cat dad. Ethan is passionate about customer service and enjoys helping customers find savings and discounts on their policies. Josh brings a wealth of knowledge from the automotive industry and has a personal commitment to assisting small businesses with their insurance needs.
4949 Grand Ave Ste 6B, Gurnee, IL 60031, United States -
Paul W Kaiser & Associates
● ClosedPaul W Kaiser & Associates is an insurance agency located at 1400 Sunset Avenue in Waukegan, Illinois, United States. Our focus is on providing quality coverage and risk management solutions, with a strong emphasis on personalized one-on-one service. We are locally owned and operated, but licensed in nine states, allowing us to offer a wide variety of coverage options to meet your specific needs. As an independent agency, we work with multiple insurance companies to ensure that you receive the right insurance for your requirements. Our team of experienced insurance professionals is dedicated to guiding you through the process and helping you plan for all types of risk. We are committed to building relationships with our clients and developing personalized insurance solutions that best suit their needs.
1400 Sunset Ave Ste 1, Waukegan, IL 60087, United States -
ALEC
● ClosedALEC, located at 325 Tri State Parkway in Gurnee, Illinois, is a finance institution offering auto loans with low rates and better pricing on auto loan protection. As a credit union, ALEC is owned by its members, not private investment groups or public shareholders. They offer Personal Checking and Savings Accounts, as well as home and vehicle loans. ALEC provides a variety of checking account options to fit different lifestyles and needs. They also offer Certificates for a better rate of return on savings. ALEC helps individuals find loans that align with their finances, life goals, and future plans. As a not-for-profit cooperative, ALEC returns any leftover funds to its members after expenses and reserves are taken care of. With a user-friendly mobile app and website, banking with ALEC is convenient and efficient. Prioritize what matters with ALEC.
325 Tri State Pkwy, Gurnee, IL 60031, United States -
Community Trust Credit Union
● ClosedCommunity Trust Credit Union is a trusted financial institution located at 1313 Skokie Highway in Gurnee, Illinois. As an ATM and finance provider, we strive to serve our community with integrity and reliability. Our services include savings accounts, loans, and financial planning to help our members achieve their financial goals. Visit us today to experience the difference of banking with a community-focused credit union.
1313 Skokie Hwy, Gurnee, IL 60031, United States -
Pasquesi Sheppard: David A. Schafer CPA
● OpenPasquesi 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.
585 N Bank Ln, Lake Forest, IL 60045, United States
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