The 30 Best Financial institutions near me in Lake Forest, Illinois

Stifel 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.

Michael's Mediation, LLC is a divorce mediation service located at 153 East Laurel Avenue, Lake Forest, Illinois, United States. The institution offers a healthier and more cost-effective way to divorce, focusing on amicable resolutions for you and your family. The founder, Michael, is dedicated to helping families navigate the divorce process in a healthier way, with a focus on the well-being of children involved. With a background in CPA, Michael guides couples through fair financial divisions and supports them in making their own decisions throughout the mediation process. The institution offers free assessments and consultations to help individuals determine if mediation is the right fit for their situation. With a goal of creating the best solutions for children and parents, Michael's Mediation, LLC aims to support families in transitioning to a healthier co-parenting relationship post-divorce. Sessions can be conducted in person or remotely, based on the client's schedule and convenience.

Robert J. Kolasa, Ltd. is a finance and lawyer institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. With expertise in estate and gift tax laws, the institution offers specialized planning to help clients navigate the complexities of trust settlement and estate administration. The team at Robert J. Kolasa, Ltd. understands the human element involved in these processes and provides compassionate support during difficult times. With over 19 years of experience in probate administration in Lake and Cook County, the institution is well-equipped to assist clients with advanced estate planning strategies. By creating specialized plans, Robert J. Kolasa, Ltd. aims to alleviate the financial burdens and emotional stress that can arise from managing affairs upon disability or death. Whether clients require assistance with estate tax planning, trust settlement, or probate administration, Robert J. Kolasa, Ltd. is dedicated to providing expert guidance and support.

ArentFox Schiff is a reputable institution located at 1 Westminster Place in Lake Forest, Illinois, United States. Known for offering innovative solutions to complex issues, we are a trusted advisor to some of the world's leading companies. Our team doesn't just identify problems; we provide strategic and effective solutions to help our clients succeed.

CenterCoast Private Wealth Management is a finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. Our team of experienced advisors is dedicated to helping our clients succeed personally and financially by providing comprehensive wealth management solutions. With over 100 years of combined investment experience, our team offers strategic investment counsel tailored to each client's unique financial goals. Our services are designed to set a course for a brighter financial future, no matter what life phase you may be in. Please note that our services are intended for residents of specific states listed on our website, and securities-related services may not be provided to individuals residing outside of these states. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website operated by a third-party. We recommend reviewing the third-party's policies and terms and conditions before proceeding.

Crescent Grove Advisors is a reputable finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. With a team of experienced financial advisors, Crescent Grove Advisors offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Crescent Grove Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Crescent Grove Advisors for expert financial guidance and support.

North Shore Capital Group Investment Advisors, Inc is a prestigious finance institution located at 1 Westminster Place in Lake Forest, Illinois, United States. With a team of experienced investment advisors, they provide expert financial guidance and personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, North Shore Capital Group Investment Advisors, Inc offers a wide range of services to meet your needs. Trustworthy, reliable, and client-focused, this institution is dedicated to helping individuals and families secure their financial futures.

ARCC Consulting Corp (CPAs) is a trusted institution located at 246 East Deerpath Road, Lake Forest, Illinois, United States. Specializing in accounting and finance, we offer reliable tax and accounting services globally with over 20 years of experience. Our team provides customized solutions tailored to your unique needs, offering practical and result-driven advice that you can depend on. Navigating the complexities of starting and maintaining a business can be overwhelming, which is why our team is here to guide you through licensing and registration requirements to ensure compliance. We offer consulting services to help you overcome business challenges, working closely with you to develop strategies and solutions that meet your needs and goals.

RMB Capital is a finance institution located at 272 Market Square in Lake Forest, Illinois, United States. With a focus on providing personalized wealth management services, RMB Capital offers a range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your investment portfolio or plan for your financial future, the team at RMB Capital is dedicated to helping you achieve your goals. Trustworthy and experienced, RMB Capital is committed to delivering top-notch financial advice and guidance to individuals and businesses alike.

Morningside Business Solutions LLC, located at 983 Morningside Drive in Lake Forest, Illinois, is a trusted institution specializing in accounting and finance services. Our team understands the demands of running a business, which is why we offer a range of services to help businesses of all sizes. Whether you are a startup in need of a business plan or a growing company looking to outsource your financial needs, we are here to assist you. From monthly bookkeeping to Business Manager and Controller services, we have the expertise to support your business every step of the way. Choose Morningside Business Solutions for reliable and professional financial assistance.

Preiss & Co is a reputable finance institution located at 1551 Tara Lane in Lake Forest, Illinois, United States. With a focus on providing top-notch financial services, Preiss & Co is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or financial planning assistance, the experienced team at Preiss & Co is here to help. Trust in Preiss & Co for all your financial needs.

Susan Milanak - Morgan Stanley is a prestigious finance institution located at 207 East Westminster in Lake Forest, Illinois, United States. With a focus on providing top-notch financial services, Susan Milanak and her team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Susan Milanak - Morgan Stanley is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.

Robert H. Weis - Wells Fargo Advisors is a reputable finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. With a strong presence in the financial industry, the institution offers a wide range of services and expertise to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, the experienced team at Robert H. Weis - Wells Fargo Advisors is dedicated to providing personalized solutions to meet the unique needs of each client. Trustworthy and reliable, this institution is committed to helping individuals and businesses navigate the complex world of finance with confidence and peace of mind.

Wintrust Wealth Management is a leading financial institution located at 727 North Bank Lane in Lake Forest, Illinois. As a premier provider of wealth management services, Wintrust offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Wintrust Wealth Management is dedicated to providing top-tier financial advice and guidance to individuals and families in the United States.

Guardian 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.

Moebs $ervices, Inc. is a finance institution located at 810 South Waukegan Road in Lake Forest, Illinois, United States. With a focus on providing top-notch financial services, Moebs $ervices, Inc. offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, investing, or financial planning, Moebs $ervices, Inc. has the expertise and resources to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your financial needs.

Murphree Investment Group Inc is a well-established finance institution located at 100 Saunders Road in Lake Forest, Illinois, United States. With a team of experienced professionals, Murphree Investment Group Inc offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized and tailored solutions to help them achieve their financial goals. With a commitment to excellence and integrity, Murphree Investment Group Inc is dedicated to providing top-notch financial services to its clients.

Vestor 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.

Pasquesi 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.

FIS, located at 265 East Deerpath Road in Lake Forest, Illinois, is a leading financial institution in the United States. With a reputation for excellence in the finance industry, FIS offers a wide range of financial services and solutions to meet the needs of individuals and businesses alike. Whether you are looking for banking, investment, or insurance services, FIS has the expertise and experience to help you achieve your financial goals. Visit us today to learn more about how FIS can help you secure your financial future.

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: 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.

Pasquesi Sheppard: David A. Schafer CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. David Schafer has been a member of the firm since 1992, offering tax, accounting, attestation, and consulting services to clients in various industries such as construction, distribution, retail, service, and manufacturing. He provides guidance to business owners on accounting and tax matters related to startup, acquisition, and sale of businesses, as well as everyday consulting issues. David also works with high net worth individuals and families, assisting them with bookkeeping, tax compliance, and planning. He is a member of professional organizations such as the American Institute of Certified Public Accountants, the Illinois CPA Society, and the Lake County Contractors Association. Additionally, David is actively involved in the Rotary Club of Lake Forest and Lake Bluff, serving on the Board of Directors. In his free time, he enjoys following both professional and amateur sports. David resides in Gurnee with his wife and two children.

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.

VentureDNA is a finance institution located at 1022 North Western Avenue, Lake Forest, Illinois, United States. Serving as a catalyst for growth and opportunity, VentureDNA partners with small, emerging, and diverse management teams to take their businesses to the next level and create value for all stakeholders. With a focus on building and growing client relationships, VentureDNA offers financial and logistical assistance to empower entrepreneurs in various industries in the U.S. and abroad. Founded in 2007, VentureDNA is headquartered in Chicago with additional resources in New York, Los Angeles, Austin, and Miami. The firm's differentiated offerings leverage an extensive network of industry relationships, disciplined deal origination, creative financing capabilities, broad credit structuring, and special situations expertise. VentureDNA goes beyond just investing by creating significant shareholder value for business owners and becoming indispensable partners. Securities transactions are effected through Weild & Co., member FINRA/SIPC.

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.

Pasquesi Sheppard: Dennis P. O’Brien CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Dennis O'Brien, a seasoned CPA and CFO, has been a partner at the firm since 1987. With years of experience in both public accounting and private sector financial management, Dennis specializes in providing tailored financial planning services to entrepreneurial businesses, not-for-profit organizations, and high net worth individuals. His unique perspective as both a CPA and CFO allows him to assist clients in achieving their strategic goals for success. In addition to his professional work, Dennis is actively involved in various charitable organizations and is a member of prestigious accounting associations. He holds a Bachelor's degree in Business Administration from the University of Notre Dame. In his free time, Dennis enjoys spending time with his family, including his wife and their dogs, as well as cycling on roads and trails.

Black Diamond Capital Management LLC is a prominent finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. With a focus on providing top-notch investment management services, Black Diamond Capital Management LLC is dedicated to helping clients achieve their financial goals. The institution's team of experienced professionals offers a wide range of services, including portfolio management, financial planning, and risk assessment. Whether you are an individual investor or a corporate entity, Black Diamond Capital Management LLC is committed to delivering personalized solutions to meet your unique needs.

Wells Fargo Advisors is a leading financial institution located at 100 Saunders Road in Lake Forest, Illinois, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Wells Fargo Advisors is here to help you navigate the complexities of the financial world and secure your financial future.