Estate planning consultation in Lake Forest, IL
25 results found
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Webb Insurance Group
● ClosedWebb Insurance Group is a top health and insurance agency located at 250 East Illinois Road, Lake Forest, Illinois, United States. Our team leverages sophisticated tools and extensive industry knowledge to provide exceptional personal service to our clients and deliver optimal coverage to protect personal and business assets. From specialized insurance protection for luxury homes to customized products for businesses, we tailor coverage to meet individual needs at competitive rates. Our range of personal insurance solutions includes home insurance, extended coverage for high-value estates, luxury automobiles and boats, individual health insurance plans, personal umbrella policies, and life, disability, and long-term care plans. For businesses, we offer property insurance, workers’ compensation, Director & Officers insurance, commercial vehicle insurance, and employee benefits options. We develop personalized solutions for every client, building personal relationships to ensure informed decisions about the best policies for family and business needs. Contact us for a free consultation to discover your individual needs and create a practical plan to protect your home, auto, and business. At Webb Insurance Group, we prioritize building trust with our clients and deliver first-class, personalized service to every client. Our clients have the personal cell phone number of the agency owner for anytime access. We offer nationwide coverage for various insurance needs. Don't get lost in the shuffle at major insurance companies – choose Webb Insurance Group for personalized service and exceptional coverage.
250 E Illinois Rd, Lake Forest, IL 60045, United States -
Stifel
● OpenStifel is a leading finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. With a strong reputation for excellence in financial services, Stifel offers a wide range of investment options and financial solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, Stifel is committed to helping you succeed.
One Conway Park, 100 N Field Dr Ste 340, Lake Forest, IL 60045, United States -
LOHSE LAW
● ClosedLOHSE LAW is a trusted real estate closing attorney located at 270 Center Drive in Vernon Hills, Illinois. With seller fees starting at just $195, we provide personal, one-on-one legal assistance to every client. Unlike other law offices, you will work directly with a real estate lawyer throughout the entire process, ensuring personalized service from start to finish. We specialize in representing clients in property transactions in various Illinois counties, including Cook, DuPage, Kane, Lake, McHenry, and Will County. Our services extend to a wide range of local townships, such as Arlington Heights, Barrington, Buffalo Grove, Evanston, Gurnee, Lake Forest, Palatine, Schaumburg, Skokie, and many more.
270 Center Dr Ste 210, Vernon Hills, IL 60061, United States -
Evans Legacy Law Group, LLC
● OpenEvans Legacy Law Group, LLC is a trusted law firm located in Lake Forest, Illinois, specializing in estate planning, probate, and elder law. Our experienced team of lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized legal solutions. Contact us today at 100 Saunders Road to schedule a consultation and start planning for your future.
100 Saunders Rd Suite 150, Lake Forest, IL 60045, United States -
Alexander Law, LLC
● ClosedAlexander Law, LLC is a reputable law firm located at 100 Saunders Road in Lake Forest, Illinois. Specializing in various areas of law, the skilled attorneys at Alexander Law, LLC provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, the firm has earned a strong reputation for their professionalism and integrity. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning services, Alexander Law, LLC is here to help. Contact them today to schedule a consultation and discuss your legal needs.
100 Saunders Rd Suite 150, Lake Forest, IL 60045, United States -
Reda & Des Jardins, LLC
● ClosedReda & Des Jardins, LLC is a prestigious law firm located at 736 North Western Avenue in Lake Forest, Illinois. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including corporate law, real estate law, and estate planning, we strive to offer personalized and effective solutions to meet our clients' needs. With a strong commitment to professionalism and integrity, Reda & Des Jardins, LLC is the trusted choice for legal representation in the Lake Forest area. Contact us today to schedule a consultation.
736 N Western Ave Suite 353, Lake Forest, IL 60045, United States -
Hurst, Robin, Kay & Allen, LLC
● ClosedHurst, Robin, Kay & Allen, LLC is a prestigious law firm located at 222 East Wisconsin Avenue in Lake Forest, Illinois. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you need assistance with personal injury cases, family law matters, estate planning, or business law, the skilled attorneys at Hurst, Robin, Kay & Allen, LLC are here to help. Trust in their expertise and commitment to achieving the best possible outcome for your legal needs. Contact them today to schedule a consultation.
222 E Wisconsin Ave #4b, Lake Forest, IL 60045, United States -
Gifford Law, LLC
● ClosedGifford Law, LLC is a reputable law firm located at 717 Forest Avenue in Lake Forest, Illinois, United States. Specializing in various areas of law, including but not limited to, family law, estate planning, and real estate law, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys, Gifford Law, LLC is committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need legal advice, Gifford Law, LLC is here to help. Contact them today to schedule a consultation.
717 Forest Ave #416, Lake Forest, IL 60045, United States -
Moorhead Law Group, LLC
● OpenMoorhead Law Group, LLC is a reputable law firm located at 230 Northgate Street in Lake Forest, Illinois, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing expert legal advice and representation to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business legal matter, Moorhead Law Group, LLC is committed to helping you navigate the legal system with confidence and success. Contact them today for a consultation to discuss your legal needs.
230 Northgate St Unit 571, Lake Forest, IL 60045, United States -
Adelman Michael
● OpenAdelman Michael is a reputable law firm located at 1190 Old Mill Road in Lake Forest, Illinois. With a team of experienced and dedicated lawyers, this institution is committed to providing top-notch legal services to its clients. Specializing in various areas of law, including but not limited to civil litigation, corporate law, and estate planning, Adelman Michael is known for its professionalism, integrity, and successful track record. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, you can trust Adelman Michael to protect your rights and best interests. Contact them today to schedule a consultation and see how they can help you with your legal needs.
1190 Old Mill Rd, Lake Forest, IL 60045, United States -
Owens Financial Group
● ClosedOwens Financial Group is a leading finance institution located at 100 Saunders Road in Lake Forest, Illinois, United States. With a strong focus on providing personalized financial solutions, Owens Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Owens Financial Group can help you navigate the complexities of the financial world.
100 Saunders Rd Suite 150, Lake Forest, IL 60045, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 207 East Westminster in Lake Forest, Illinois, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on comprehensive wealth management, we offer a wide range of services including retirement planning, investment management, estate planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
207 E Westminster Ste 300, Lake Forest, IL 60045, United States -
Guardian Rock Wealth
● OpenGuardian Rock Wealth is a leading finance institution located at 1430 Littlefield Court in Lake Forest, Illinois, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term growth and financial security, Guardian Rock Wealth provides comprehensive financial planning services including investment management, retirement planning, and estate planning. Trust in Guardian Rock Wealth to guide you towards a secure financial future.
1430 Littlefield Ct, Lake Forest, IL 60045, United States -
Vestor Capital
● ClosedVestor Capital is a finance institution located at 717 Forest Avenue, Lake Forest, Illinois, United States. For over forty years, Vestor has built strong relationships with clients by offering personalized wealth management and advisory services. They provide steady long-term guidance with integrity and consistency to help clients achieve their financial goals. Vestor is dedicated to helping clients reach their aspirations through comprehensive services such as financial planning, cash flow management, estate planning, education funding, and charitable giving. Their success is measured by the quality of their relationships with clients. Visit their office at 10 South Riverside Plaza Suite 1400, Chicago, IL 60606 to start your financial journey with Vestor Capital.
717 Forest Ave Suite 220, Lake Forest, IL 60045, United States -
Pasquesi Sheppard: L. Robert Pasquesi CPA
● OpenPasquesi 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.
585 N Bank Ln, Lake Forest, IL 60045, United States -
Kugman Partners
● ClosedKugman Partners is a reputable financial consulting firm located at 736 North Western Avenue in Lake Forest, Illinois, United States. With a team of experienced professionals, we provide a wide range of financial services including investment management, retirement planning, tax consulting, and estate planning. Our personalized approach and commitment to excellence have earned us a strong reputation in the industry. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Kugman Partners is here to help you achieve your goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
736 N Western Ave, Lake Forest, IL 60045, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 780 North Western Avenue in Lake Forest, Illinois, is a leading finance institution dedicated to providing personalized wealth management strategies tailored to each client's unique objectives. Our experienced financial advisors offer a wide range of services, including retirement income planning, concentrated stock position guidance, traditional investments, and estate planning. We believe in giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives. With access to industry-skilled advisors, cutting-edge technology, and a disciplined wealth planning platform, we are committed to helping clients achieve their financial and life goals. Whether you are a seasoned investor or just starting out, our culture of mentorship and professional training ensures that our advisors have the skills and knowledge needed to assist individuals in pursuing their financial aspirations. Contact us today to learn more about how we can help you navigate the complexities of the financial world and work towards a secure future.
780 N Western Ave, Lake Forest, IL 60045, United States -
Pasquesi Sheppard: Timothy B. Klein CPA
● OpenPasquesi 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.
585 N Bank Ln, Lake Forest, IL 60045, United States -
Pasquesi Sheppard: Donald C. Sheppard CPA
● OpenPasquesi 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.
585 N Bank Ln, Lake Forest, IL 60045, United States -
Ryan Birkhauser - RBC Wealth Management Financial Advisor
● ClosedRyan Birkhauser - RBC Wealth Management Financial Advisor is a trusted finance institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. As a dedicated financial advisor, Ryan Birkhauser offers personalized wealth management services to help clients achieve their financial goals. With expertise in investment strategies, retirement planning, and estate planning, Ryan Birkhauser provides comprehensive financial solutions tailored to each client's unique needs. Trust Ryan Birkhauser - RBC Wealth Management Financial Advisor to provide expert guidance and support in navigating the complexities of the financial world.
950 N Western Ave Suite 200, Lake Forest, IL 60045, United States -
Jack Pierce - RBC Wealth Management Financial Advisor
● ClosedJack Pierce - RBC Wealth Management Financial Advisor is a trusted finance institution located at 950 North Western Avenue in Lake Forest, Illinois. With a focus on personalized financial planning and wealth management, Jack Pierce and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Jack Pierce - RBC Wealth Management Financial Advisor offers tailored solutions to meet your needs. Experience the difference of working with a dedicated financial advisor who is committed to helping you secure a prosperous financial future.
950 N Western Ave Suite 200, Lake Forest, IL 60045, United States -
Wintrust Wealth Management
● OpenWintrust Wealth Management is a leading finance institution located at 959 South Waukegan Road in Lake Forest, Illinois, United States. With a strong reputation for providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wintrust Wealth Management offers tailored solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
959 S Waukegan Rd, Lake Forest, IL 60045, United States -
Fifth Third Private Bank - Sharon Burd
● ClosedFifth Third Private Bank - Sharon Burd is a premier financial institution located at 990 South Waukegan Road in Lake Forest, Illinois. Specializing in private banking services, Sharon Burd and her team provide personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank offers comprehensive financial services to help clients achieve their long-term financial goals. Visit Fifth Third Private Bank - Sharon Burd for expert financial advice and exceptional client service.
990 S Waukegan Rd Suite 200, Lake Forest, IL 60045, United States -
Farmers National Co
● OpenWelcome to Farmers National Company, your trusted real estate agency located at 3311 Golf Drive, Quincy, Illinois. Since 1929, we have been dedicated to enhancing the profitability and value of your assets through our comprehensive range of agricultural services. Whether you are a landowner seeking professional farm and ranch management, real estate sales, or auctions, we have the expertise to meet your needs. Our services extend beyond traditional real estate offerings to include energy management, forest resource management, appraisals, insurance, consultations, and more. We also provide a hunting lease network, lake management, and our innovative FNC Ag Stock. Our team of experts is committed to delivering personalized service based on your unique goals, crops, cattle, and location.
3311 Golf Drive, Quincy, Illinois 62301, United States -
Farmers National Company
● OpenWelcome to Farmers National Company, your trusted real estate agency located at 3821 North Vermilion Street, Danville, Illinois. Since 1929, we have been dedicated to providing comprehensive solutions that enhance the profitability and value of your assets. Specializing in professional farm and ranch management, real estate sales, and auctions, we have expanded our services to include a full spectrum of agricultural support for landowners. Our offerings include energy management, forest resource management, appraisals, insurance, consultations, a hunting lease network, lake management, and FNC Ag Stock. Our commitment to innovation and convenience is exemplified by our upcoming digital initiative. In July 2024, we are thrilled to launch the first digital edition of Farm and Ranch Scene, allowing you to stay informed in a format that suits your lifestyle. Be sure to click the button below to complete the Farm and Ranch Scene Digital Opt-In Form.
3821 North Vermilion Street, Danville, Illinois 61832, United States
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