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TOP 30 Community bank and trust reviews in Northbrook, IL
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Merrill Lynch Financial Advisor Lauren Connelly
Merrill Lynch Financial Advisor Lauren Connelly is a finance institution located at 1033 Skokie Boulevard, Northbrook, Illinois, United States. Lauren Connelly and her team offer personalized wealth management strategies to help clients pursue their financial goals. They provide access to investment insights from Merrill and banking solutions from Bank of America. Lauren Connelly is a Registered Senior Wealth Management Client Associate, dedicated to building strong client relationships based on trust and personalized service. The institution offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on clients' goals. They believe in understanding clients' aspirations and priorities to design and implement a financial approach that helps manage investment risk and turn goals into reality. The team at Merrill Lynch Wealth Management focuses on getting to know clients personally, providing customized investment strategies, and helping clients stay on track to achieve their goals. Lauren Connelly is registered to do business in multiple states and holds certifications such as CIMA® and CRPS™. The institution emphasizes the importance of ongoing communication, reviewing goals and making adjustments as needed to reflect changes in clients' lives and the financial markets. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.
Advocate Tax Solutions
Advocate Tax Solutions is a trusted institution located at 5 Revere Drive, Northbrook, Illinois, United States. Specializing in accounting and finance, our experienced tax professionals serve clients in all 48 states with a 14-day money-back guarantee. We understand the fear and confusion that comes with receiving letters from the IRS or other collection agencies, which is why we offer tailored solutions to meet your specific tax needs. Our simplified 3-step process ensures that we communicate directly with taxing authorities on your behalf, request holds on collections, gather necessary data, prepare and file any unfiled tax returns, and review for errors. With over two decades of tax resolution experience, we handle issues such as bank levies, wage garnishments, and unfiled taxes to provide the best possible solutions for our clients nationwide.
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