TOP 30 Estate planning services near me in Lake Forest, Illinois

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Pasquesi Sheppard: Patrick Gras CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Patrick Gras, a seasoned CPA with over 13 years of experience, offers a wide range of accounting, tax, and consulting services to private companies and their owners. His expertise includes working with various industries such as manufacturing, professional services, construction, and non-profit organizations. Patrick also works closely with high net worth individuals and their families, providing them with financial advice and tax strategies to help achieve their long-term goals. He is known for his independent and objective approach in monitoring the achievements of family objectives. Patrick is actively involved in the community, serving on the Board of Directors of the Lambs Farm Pooled Trust and being a member of professional organizations such as the American Institute of Certified Public Accountants and the Illinois CPA Society. In his free time, Patrick enjoys golf, fishing, and watching his children play sports. He resides in Antioch with his wife and two children.

Merrill 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.

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 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.

Edward Jones - Financial Advisor: Jason T Gunther is a reputable finance institution located at 225 East Deerpath Road in Lake Forest, Illinois, United States. With a focus on providing personalized financial planning and investment services, Jason T Gunther and his team strive to help clients achieve their financial goals and secure their financial future. With a commitment to integrity, transparency, and exceptional customer service, Edward Jones - Financial Advisor: Jason T Gunther is a trusted partner for individuals and families seeking expert financial guidance.

Ryan 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.

Jack 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.

Rappeport Investments is a leading finance institution located at 910 North Green Bay Road in Lake Forest, Illinois, United States. With a strong reputation for providing top-notch financial services, Rappeport Investments offers a wide range of investment opportunities and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our team of experienced professionals is dedicated to providing personalized and expert advice to help you make sound financial decisions. Contact us today to learn more about how Rappeport Investments can help you secure your financial future.

Merrill Lynch Financial Advisor Robert H Rosenthal is a reputable finance institution located at 780 North Western Avenue in Lake Forest, Illinois, United States. With a strong focus on providing personalized financial advice and services, clients can trust in Robert H Rosenthal's expertise and guidance to help them achieve their financial goals. Whether it's investment strategies, retirement planning, or wealth management, Merrill Lynch Financial Advisor Robert H Rosenthal is dedicated to helping clients make informed decisions and secure their financial future.

William Holman - RBC Wealth Management Financial Advisor is a renowned financial institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. As a trusted advisor, William Holman and his team provide personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, William Holman - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous future.

Wintrust 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.

Fifth 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.

The Collins - Mathews Group is a prestigious finance institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. With a reputation for excellence and expertise in the financial industry, the institution offers a wide range of services to meet the needs of their clients. From investment management to financial planning, the Collins - Mathews Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, this institution is a trusted partner for all of your financial needs.

Paula Penn - Morgan Stanley is a finance institution located at 207 East Westminster in Lake Forest, Illinois, United States. As a branch of the renowned Morgan Stanley financial services firm, Paula Penn offers a wide range of financial solutions and investment services to individuals, businesses, and institutions. With a team of experienced professionals, they provide personalized advice and strategies to help clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, investing for the future, or managing your wealth, Paula Penn - Morgan Stanley is committed to providing expert guidance and exceptional service.

Northern Trust, located at 265 East Deerpath Road in Lake Forest, Illinois, is a premier finance institution offering holistic wealth management services. With over 130 years of experience and serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth for individuals, families, privately held businesses, family offices, and foundations and endowments. We are known for our innovative technology, service excellence, and expertise in financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center with more than 175 experts who collaborate to develop insights grounded in real-world outcomes and specialized expertise. Trust Northern Trust for all your financial needs.

RMJR Tax and Accounting is a trusted institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a strong focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and accounting with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with your financial needs.

Welcome 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.

Welcome 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.