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TOP 30 Detailed financial planning services in Mount Prospect, IL
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TAXES & MORE
TAXES & MORE is a trusted accounting and finance institution located at 2308 Elmhurst Road in Mount Prospect, Illinois, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation services, financial planning, and accounting solutions to individuals and businesses. Whether you need help with filing your taxes, managing your finances, or planning for the future, TAXES & MORE is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
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.
Mark Lachmann - Thrivent
Mark Lachmann - Thrivent is a finance institution located at 1609 Colonial Parkway in Inverness, Illinois, United States. Our financial guidance is focused on your goals and values, serving the Northwest Suburbs with pride. As a Financial Consultant, our goal is to establish an ongoing relationship with you to help you reach your financial goals. We are licensed in multiple states including AR, AZ, FL, IL, MI, MN, NC, NE, OH, WA, and WI. At Thrivent, we aim to help Christians be wise with money and live generously, with a different mindset about finances. Our office in Inverness serves people in surrounding areas such as Mount Prospect, Arlington Heights, and Palatine. Thrivent does not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. We offer advice and guidance through our Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Our financial advisors are credentialed to provide investment advisory services, and you can visit Thrivent.com or FINRA's Broker Check for more information. For details on professional designations and requirements, visit our website.
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