Estate tax management in Aurora, Illinois

National Insurance & Tax Service, Inc. is a trusted accounting, finance, and insurance agency located at 2404 Wilson Creek Circle in Aurora, Illinois, United States. With a team of experienced professionals, they provide expert tax preparation, insurance coverage, and financial planning services to individuals and businesses alike. Whether you need assistance with filing your taxes, finding the right insurance policy, or managing your finances, National Insurance & Tax Service, Inc. is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and learn how they can assist you with all your accounting and insurance needs.

The Aurora Historical Society, located at 20 East Downer Place in Aurora, Illinois, is dedicated to preserving and sharing the history of the Aurora community. One of their favorite exhibits is the TropicAire Salon Hair Dryer, showcasing unique artifacts from the past. Recently, Mary Clark Ormond was honored with a Lifetime Achievement Award from the society. The Aurora Historical Society operates solely on donations from individuals, businesses, and grants from funding organizations, as they are not tax funded. You can support their efforts by contributing money, artifacts, or your time. Giving appreciated securities or making charitable distributions from your IRA are also great ways to support the society.

Hernandez Tax & Accounting is a trusted institution located at 458 North Lake Street in Aurora, Illinois. Specializing in accounting and finance services, our team of professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and personalized service, Hernandez Tax & Accounting is your go-to resource for all your accounting and finance needs.

Estate and Probate Legal Group, Ltd. is a law firm located at 581 Sullivan Road in Aurora, Illinois, United States. Our team of experienced Probate, Trust, & Estates Attorneys can help you create a comprehensive plan to protect your assets and ensure your wishes are carried out. It is important to have a plan in place to prevent serious issues in the future. Our attorneys will work with you to understand your specific goals and craft solutions tailored to your individual needs.

The Aurora Legal Department is a professional legal institution located in Aurora, Illinois, United States. Our dedicated team of experienced lawyers and legal professionals are committed to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, our team is here to help. With a strong focus on integrity, professionalism, and client satisfaction, the Aurora Legal Department is your trusted partner in navigating the complexities of the legal system. Contact us today to learn more about how we can assist you with your legal needs.

Cruz Investments & Wealth Management is a leading finance institution located at 605 North Broadway in Aurora, Illinois, United States. Our dedicated team of financial experts specializes in providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional results and superior customer service. Contact us today to learn more about how Cruz Investments & Wealth Management can help you secure your financial future.

Sum Total Financial Management is a leading finance institution located at 2631 Ginger Woods Parkway in Aurora, Illinois, United States. Our team of expert financial advisors is dedicated to providing comprehensive financial solutions to help individuals and businesses achieve their goals. From retirement planning to investment management, our experienced professionals are here to guide you every step of the way. Trust Sum Total Financial Management to help you secure a stable financial future.

The Money Manager Nationwide LLC is a reputable accounting and finance institution located at 620 Kensington Place in Aurora, Illinois, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need help with budgeting, tax preparation, or investment management, we are here to assist you every step of the way. Trust The Money Manager Nationwide LLC to help you achieve your financial goals and secure your future.

Doepel & Wikstrom Wealth Management of Raymond James is a trusted financial institution located in Naperville, Illinois. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us at 127 Aurora Avenue to learn more about how we can help you secure your financial future.

Carolyn S. Swafford - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution specializing in personal trusts accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. Vice President and Trust Officer Carolyn Swafford, with over 23 years of experience, also serves as the Land Trust and 1031 Exchange Administrator for Old Second National Bank. She is a Certified Trust and Financial Advisor (CFTA) with a B.S. in Human Resource Management from Northern Illinois University. The institution is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Old Second National Bank. Clients should be aware of the potential risks involved in any investment strategy and that there are no guarantees of profit or exceeding benchmarks. The institution is not insured by the FDIC or any government agency and investments are subject to possible loss of principal.

Michele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.

Andrew Crouch - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Andrew R. Crouch, the Senior Vice President and Senior Trust Officer at Old Second Bank, provides expert guidance to individuals and families on preserving and transferring wealth across generations. Specializing in trust, estate, tax planning, and more, Andrew offers comprehensive services for high-net-worth clients. With a background in law and education, Andrew is a trusted advisor in the field. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Clients can expect personalized strategies tailored to their financial goals and risk tolerance. Please note that all investments carry risk and there are no guarantees of returns. Contact Andrew Crouch - Wealth Management for professional and trustworthy financial guidance.

Richard A. Gartelmann Jr - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution managed by Senior Vice President Richard A. Gartelmann Jr. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, as well as major institutional and individual accounts. He is a Certified Financial Planner (CFP®) with a B.A. from Governor’s State University and an MBA from St. Xavier University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser, offering services in states where properly registered. All investment strategies carry risk, and there is no guarantee of profit. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the bank, and subject to potential loss.

Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.

Brad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.

Sean O'Connor - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Sean O'Connor is a 1st Vice President and Manager of Retirement Plan Services with over 25 years of experience in financial planning. He specializes in designing and implementing innovative retirement plan solutions for clients with assets ranging from 250K to 250MM. The institution is a part of Old Second National Bank Aurora, a community bank dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Clients should be aware of the potential risks involved in investing, as there are no guarantees of profits and there is a possibility of loss. Sean O'Connor - Wealth Management is committed to providing personalized and professional financial services to help clients achieve their financial goals.

Jacquelyn Volkert - Wealth Management is located at 37 South River Street in Aurora, Illinois, United States. This finance institution is led by Senior Vice President Jacquelyn "Jackie" Volkert, who brings over 30 years of trust experience to Old Second Bank. Jackie serves as a Relationship Manager and Senior Trust Officer, overseeing personal and business relationships, as well as managing the Irrevocable Insurance Trust and other trust operations. She holds certifications from the University of Wisconsin and Northwestern University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of the bank. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations.

Oberweis Asset Management is a unique institution that combines the worlds of finance and food. Located at 951 Ice Cream Drive in North Aurora, Illinois, United States, this institution offers a one-of-a-kind experience for its clients. As a finance and food store, Oberweis Asset Management provides expert financial advice and services while also serving up delicious treats from their ice cream shop. Whether you're looking to secure your financial future or satisfy your sweet tooth, Oberweis Asset Management has you covered.

Andy Roche - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Senior Vice President Andy Roche, who has over 25 years of trust experience, the institution specializes in personal trusts, taxes, trust operations, and IRAs. Roche holds a bachelor's degree in accounting, an MBA in finance, and various certifications including CPA, CFP®, and FINRA Series 65 License. Old Second National Bank Aurora, where Andy Roche operates, is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Please note that all investment strategies carry risks and there are no guarantees of profit. Andy Roche - Wealth Management is dedicated to helping clients navigate the complexities of financial planning and investment management.

"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.

Jacqueline Runnberg - Wealth Management is located at 2 South York Road in Bensenville, Illinois, United States. As a 1st Vice President and Wealth Advisor with Old Second Bank's Wealth Management team, Jacqueline Runnberg brings over 20 years of Trust and Investment experience to her role. She specializes in advising high net worth individuals, families, and business owners in the planning and management of their wealth. Jacqueline coordinates a team of specialists to provide clients with advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving, and wealth transfer services. Jacqueline is a Certified Financial Planner™ (CFP®) professional, with a BA from Michigan State University and a Certificate Program in Financial Planning from DePaul University. She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.

Preferred Accounting & Tax Services is a reputable institution located at 2 North Hankes Road in Aurora, Illinois. 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 commitment to accuracy, integrity, and personalized attention, we strive to help our clients navigate the complexities of taxes and financial planning with ease. Trust Preferred Accounting & Tax Services to handle all your accounting needs efficiently and effectively.

S & R Tax Services LLC is a reputable accounting and finance institution located at 510 Ashland Avenue in Aurora, Illinois, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, S & R Tax Services LLC is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to help their clients navigate the complexities of the tax system and maximize their financial success.

Thao Tax Services is a reputable accounting and finance institution located at 1618 East New York Street in Aurora, Illinois, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Thao Tax Services for all your accounting and finance needs.

Cornerstone Estate Planning Pr is a trusted and respected institution located at 845 Palmer Avenue in Aurora, Illinois, United States. Our team of experienced professionals are dedicated to helping individuals and families protect their assets and plan for the future. We offer a wide range of services including wills, trusts, estate administration, and more. At Cornerstone Estate Planning Pr, we understand the importance of creating a comprehensive estate plan that meets your unique needs and goals. Contact us today to schedule a consultation and start planning for tomorrow.

L&A Tax Services is a professional tax preparation firm located at 120 Lakeview Drive in Aurora, Illinois. Our team of experienced and knowledgeable tax professionals is dedicated to providing top-notch services to individuals and businesses in the area. Whether you need help with filing your annual tax return, tax planning, or IRS representation, we are here to assist you every step of the way. Trust L&A Tax Services to help you navigate the complexities of the tax system and ensure that you are in compliance with all regulations. Contact us today to schedule an appointment and let us take the stress out of tax season for you.

Ochsenschlager Irving J is a reputable law firm located at 519 West Galena Boulevard in Aurora, Illinois. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Ochsenschlager Irving J is a trusted institution in the legal community. Contact them today for all your legal needs.

Dreyer, Foote, Streit, Furgason & Slocum, P.A. is a reputable finance and law firm located at 1999 West Downer Place in Aurora, Illinois, United States. With a team of experienced attorneys and financial experts, the institution provides a wide range of services to clients seeking legal and financial advice. Specializing in various areas of law and finance, Dreyer, Foote, Streit, Furgason & Slocum, P.A. is dedicated to providing top-notch legal representation and financial solutions to individuals and businesses in the Aurora area.

Hector Salmeron: Primerica - Financial Services is a reputable finance and insurance agency located at 11 North Edgelawn Drive in Aurora, Illinois, United States. With a commitment to providing top-notch financial services, this institution offers a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment opportunities, insurance coverage, or retirement planning, Hector Salmeron and his team are dedicated to helping you secure a stable financial future. With a focus on personalized service and expert advice, Primerica is a trusted partner for all your financial needs.

Jonathan Gjeldum - State Farm Insurance Agent is an insurance agency located at 4260 Westbrook Drive in Aurora, Illinois. Jonathan Gjeldum is a Second Generation State Farm Agent with a degree from Purdue University. They offer a variety of insurance services, including auto, home, and life insurance quotes for both Aurora and Naperville residents. Their knowledgeable team can help with estate planning, credit score understanding, and auto maintenance tips to save on repair costs. They also offer a referral program for added savings.