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TOP 30 Financial representative in Illinois
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Michael J. Murphy
Michael J. Murphy is a team of trusted lawyers located at 1525 South Grove Avenue in Barrington, Illinois, United States. Specializing in trust, tax, real estate, probate, business succession, guardianship, and elder law, our attorneys are dedicated to helping you build, manage, and protect your legacy. With a focus on your personal well-being, we offer honest and practical advice, treating you with patience and respect. Our goal is to gain your confidence and ensure your satisfaction, as evidenced by our 99 percent satisfaction rating from over 5,000 clients. As Christian attorneys, we apply Biblical principles of integrity, wisdom, service, kindness, and peace to our practice of law. We aim to educate our clients in simple terms, providing objective advice to help protect and preserve your assets based on your specific goals. By eliminating estate tax liabilities and probate fees, we work to secure your financial well-being and provide for future generations.
Susan Lampert & Associates
Susan Lampert & Associates is a reputable law firm located at 747 Lake Cook Road in Deerfield, Illinois. Specializing in all areas of divorce and domestic relations, the skilled attorneys at Susan Lampert & Associates have extensive experience and are dedicated to effectively representing clients in family law matters. With a focus on providing individualized and compassionate legal services, the firm offers a personalized approach to litigating or negotiating disputes to achieve the best outcome for each client. Susan Lampert, the lead attorney, ensures that every client receives a realistic assessment of their case from the initial consultation. She thoroughly explains rights, obligations, and the potential financial and emotional impacts of divorce on both the client and their children. In cases where additional expertise is needed, the attorneys at Susan Lampert & Associates collaborate with accountants, financial planners, mediators, child’s attorneys, psychologists, and other professionals to achieve optimal results.
Law Offices of Michael V Favia & Associates
The Law Offices of Michael V. Favia & Associates, located at 707 Skokie Boulevard in Northbrook, Illinois, is a reputable law firm specializing in various legal services. With additional offices in Chicago and Rolling Meadows, their team is led by Michael V. Favia, a seasoned attorney with a J.D. from John Marshall Law School and a BBA from Loyola University. With a background as an Assistant Illinois Attorney General and Counsel to the City of Chicago, Favia has extensive experience in legal matters. The firm offers estate planning services to ensure that assets are distributed according to clients' wishes after their passing. They also specialize in financial advising for healthcare professionals, understanding the unique financial needs of individuals in the healthcare sector. Stephanie, a financial advisor at Private Vista, works closely with clients to help them achieve their financial goals.
Steve Becker - Thrivent
Steve Becker - Thrivent is a finance institution located at 105 South Main Street, Princeton, Illinois, United States. Our financial guidance is centered around your goals and values, connecting faith and finances in the Kewanee and Princeton area. With years of experience and expertise in the industry, our financial representative can assist you with Retirement Strategies, Life Insurance Plans, Annuities, and more. We focus on providing sound financial guidance through various strategies tailored to your needs to help you reach your financial goals. In addition, we aim to inspire generosity in our community through programs like Thrivent Action teams, Thrivent Builds, and Thrivent Choice Dollars. Licensing information is available through your State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit our website for more information on our financial advisors and professional designations.
Brown Smith Wallace
Brown Smith Wallace is a leading accounting and finance institution located at 1254 University Drive in Edwardsville, Illinois, United States. Recently, on August 1, 2021, the institution merged with Armanino LLP, a Top-100 Midwest accounting and advisory firm. This partnership allows Brown Smith Wallace clients to access Armanino’s award-winning technology consulting solutions for various finance functions such as ERP, CRM, business intelligence, and more. Under the leadership of Managing Partner Tony Caleca, Brown Smith Wallace will continue to operate as the Midwest Market Hub for Armanino, providing specialized services in private equity, financial services, insurance, and manufacturing industries. The institution's St. Louis office will serve as a core component of the national firm, offering clients comprehensive technology solutions and strategic advice.
The Pilot's Advisor
The Pilot's Advisor is a registered investment advisor located at 1446 Gambier Terrace Court, Belleville, Illinois, United States. With an additional office at 940 Falling Waters Ln, Seneca, SC, The Pilot's Advisor provides financial services and advice to clients in various states across the country. As a member of FINRA, clients can trust the background of their financial professionals. The institution values client privacy and only discloses personal information as required by law. Security measures are in place to protect client information from unauthorized access. The Pilot's Advisor is authorized to transact business in multiple states and is an authorized representative with Howard Capital Management LLC. Clients can expect tailored investment advice and services to help them achieve their financial goals.
Prairie State Wealth
Prairie State Wealth is a finance institution located at 45W729 Jericho Road in Big Rock, Illinois, United States. With the shift of retirement asset responsibility from employers to workers, it is crucial for individuals to have a solid investment plan in place. Prairie State Wealth helps clients take charge of their financial future by creating personalized investment plans tailored to their unique circumstances. With a focus on understanding and managing real risks, the institution provides deep experience, a solid process, clear communication, and ongoing counsel to clients. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Prairie State Wealth and Cambridge are not affiliated. This communication is intended for individuals residing in the states of IL and WI. Contact Prairie State Wealth at 630-556-4672 or email paul@prairiestatewealth.com for more information.
Home Sale Assured
Home Sale Assured is a real estate agency located at 1006 West Dale Avenue in McHenry, Illinois, United States. Our mission is to empower people to make good financial decisions when it comes to buying and selling their homes. We believe that residential real estate represents the American Dream of making life better, easier, and more fun. At Home Sale Assured, we combine technology with true professionals to provide a seamless transition for homeowners moving from one home to another. Our Guaranteed Backup Contract (GBC) allows existing homeowners to buy their next home before selling their current one, providing a game-changing moment in the real estate industry.
PMG Wealth Management
PMG Wealth Management is a finance institution located at 60 Landover Parkway in Hawthorn Woods, Illinois, United States. As an independent wealth advisor and Certified Financial Planner ™, clients can benefit from Financial Planning in its purest form at PMG Wealth Management. The institution pays special attention to matching risk/reward early on in a relationship. They offer investment advice and Financial Planning through PMG Wealth Management, Inc., a Registered Investment Advisor. The registered representatives of LPL Financial associated with this site are registered to discuss and transact securities business in multiple states. For the latest content from PMG Wealth Management, visit their Plan to Rise Above® page. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Congratulations on building significant wealth - PMG Wealth Management is here to help you stay retired and achieve your financial goals.
Capital Management Group, Inc.
Capital Management Group, Inc. (CMG) is a finance institution located at 2100 Manchester Road in Wheaton, Illinois, United States. As a fee-based portfolio management firm, CMG offers a range of financial services to help clients manage and grow their investments. The firm's philosophy, fee schedule, and contact information can be found on their website. To speak with a representative, interested individuals can call (630) 587-0198 and ask for Mike or Brian.
The Tax Dude, LLC
The Tax Dude, LLC is a finance institution located at 28 East Peter Lane in Hawthorn Woods, Illinois, United States. We specialize in providing accounting, payroll, and bookkeeping support to replace your back office. Our team is dedicated to our clients and has experience representing them in audits with the IRS and state taxing authorities, keeping us current on tax law. We offer strategies for both business and individual clients and are committed to working hard and long hours to tackle your most pressing financial issues, even after tax season. Trust us to handle your complex financial matters with expertise and professionalism.
Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit
Chicago Wealth Management Group, led by Matthew Schmit, John Scanlon, and James Schmit, is a finance and insurance agency located at 160 South Myrtle Avenue in Villa Park, Illinois, United States. Our team of financial advisors is registered through our broker dealer, Cetera Advisor Networks, part of Cetera Financial Group. We specialize in creating portfolios tailored to your long-term objectives, helping you pursue your dream retirement. Whether you are just starting a family or nearing retirement, we can assist you in reaching your financial goals. We offer advanced investment strategies, retirement plans, and a range of financial services to individuals, families, businesses, and non-profits nationwide. Our services include 401(k), SEP-IRA, and other Retirement Plan options for businesses and independent contractors, as well as custom US stock portfolios, managed muni bond accounts, 529 transition strategies, and more. Estate conservation and IRA rollovers are also areas in which we can provide guidance. Cetera Financial Group, of which we are a part, is a network of independent retail firms focused on providing personalized financial solutions. Our Investment Adviser Representatives offer advisory services through Cetera Investment Advisers LLC, while our Registered Representatives offer securities through Cetera Advisor Networks LLC. We are dedicated to helping you secure your financial future and are committed to providing accurate and reliable information to assist you in making informed decisions. Contact us today to learn more about how we can help you achieve your financial goals.
Paramount Wealth Advisors
Paramount Wealth Advisors is a finance institution located at 17W220 West 22nd Street, Oakbrook Terrace, Illinois, United States. Affiliated with Lincoln Financial Advisors, a member of Lincoln Financial Group, a Fortune 500 company, Paramount Wealth Advisors offers fee-based financial advisory services. Their team approach, utilizing highly skilled advisors and industry specialists, ensures comprehensive financial planning tailored to meet clients' goals. With access to a wide range of financial products from various top-rated companies, their objective advice focuses on creating, preserving, protecting, and transferring wealth. James A. Longo Jr. is a registered representative of Lincoln Financial Advisors Corp. Securities, advisory services, and insurance are offered through Lincoln Financial Advisors Corp. and Lincoln affiliates. Paramount Wealth Advisors, Inc. is not affiliated with Lincoln Financial Advisors. Their services are available in several states, and clients can check the background of their investment professional for transparency. Visit their website for more information on their services and resources.
The Next Level Planning Group
The Next Level Planning Group is a finance institution located at 8755 West Higgins Road in Chicago, Illinois, United States. Our parking garage is conveniently located closest to W. Higgins Road and is gated for security. Upon arrival, visitors can press the button at the gate for access and park on the 1st floor to the right. Once inside the building, you can find Lincoln Financial Advisors in Suite 200 on the 2nd floor, accessible via the elevators behind the security desk. The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp, offering securities and investment advisory services. Insurance is also available through Lincoln affiliates and other reputable companies.
Palabe Wealth
Palabe Wealth is a finance institution located at 5 Revere Drive, Northbrook, Illinois, United States. As fiduciaries, we are committed to acting in the best interest of our clients and helping them achieve their vision of retirement. Our fee structure is transparent with no hidden costs. Our team of professionals has years of experience in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. If you are looking for a financial advisor that meets all the right criteria, our complimentary guide can help you avoid common mistakes in choosing an advisor. Founded in 1996, Palabe Wealth specializes in providing sound investment advice to businesses and individuals for retirement planning. We believe in a strategic investment philosophy based on diversification tailored to each client's risk tolerance and financial goals.
Austin Walther - Thrivent
Austin Walther - Thrivent is a finance institution located at 524 West Stephenson Street in Freeport, Illinois, United States. Licensing for their services is available through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. They provide financial planning through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning with Thrivent through Dedicated Planning Services, which offers written recommendations for a fee.
Decu Investment & Retirement Services
Decu Investment & Retirement Services, located in Moline, Illinois, United States, is a finance institution that provides experienced and professional financial planning services through LPL Financial. Despite the temporary closure of our Arundel branch due to a power outage, our other Maine branches remain open, and our Digital Banking services are available 24/7. At Decu Investment & Retirement Services, our goal is to help you prepare for a secure and happy retirement, whether it's in 5, 10, or 20 years. Our representatives will work with you to align your current financial goals and put your money towards a successful retirement plan.
John Kirchhoff - Thrivent
John Kirchhoff - Thrivent is a finance institution located at 811 East 3rd Street in Sterling, Illinois, United States. Our mission is to bring your Financial Journey into focus and help you start planning for the future. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for guidance in these areas. Our Financial Planning Framework includes a review and analysis of your financial situation, and clients have the option to further their planning engagement with us through our Dedicated Planning Services, which offers written recommendations for a fee.
Lana Gore - Thrivent
Lana Gore - Thrivent is a finance institution located at 724 Columbus Street in Ottawa, Illinois, United States. Licensing for financial services is available through the State Insurance Department's website, accessible via the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Modern Woodmen: Schurr Joseph
Modern Woodmen: Schurr Joseph is a branch of Modern Woodmen of America, located at 534 1st Street West in Milan, Illinois, United States. Since 1883, Modern Woodmen has been bringing people together, supporting families, and strengthening communities. As a financial representative at Modern Woodmen, you can make a positive impact on your family and community by helping them meet their current needs, achieve their future dreams, and plan for all stages of life. Modern Woodmen offers a portfolio of high-quality financial products to meet a wide range of life needs. As a member of Modern Woodmen, you have access to member benefits and the opportunity to impact your community. Visit our website to make payments, update your information, access account details, and learn more about our fraternal programs. If you're unable to find a Modern Woodmen representative in your community, we are here to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Contact us to learn more about how shared values can work for you.
Kris Meyer, Washington National Agent
Kris Meyer, Washington National Agent is a finance institution located at 3318 Otter Road in Trenton, Illinois, United States. As a trusted agent representing Washington National, we offer a range of financial services to help our clients reach their goals and secure their financial future. Our team is dedicated to providing personalized solutions and expert advice to meet the unique needs of each individual. Contact us today to learn more about how we can help you achieve your financial objectives.
Jerome Timmermann, Principal - The Timmermann Group
Jerome Timmermann, Principal of The Timmermann Group, located at 205 North Main Street in Breese, Illinois, is dedicated to serving professional advisors in the finance industry. Together with Andrew Branz, they are licensed to offer insurance through New York Life and various other independent unaffiliated insurance companies in multiple states. Additionally, they are Registered Representatives of NYLIFE Securities LLC, offering securities products and services. The Timmermann Group is not owned or operated by NYLIFE Securities LLC. Jerome Timmermann and Andrew Branz are also separately registered as Investment Adviser Representatives under Eagle Strategies LLC, offering advisory services in several states. Jerome Timmermann is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. MDRT recognizes their excellence in life insurance sales performance.
Danny Rand - Thrivent
Danny Rand - Thrivent is a finance institution located at 4591 Illinois 71, Oswego, Illinois, United States. Licensing is available through your State Insurance Department's website, as indicated by the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for further guidance. Thrivent provides financial advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can choose to enhance their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Kim Hillebrand - Thrivent
Kim Hillebrand - Thrivent is a finance institution located at 735 McArdle Drive in Crystal Lake, Illinois, United States. With licenses in multiple states including FL, IL, IN, MN, NM, PA, TX, and WI, Kim Hillebrand is dedicated to providing financial guidance to help clients reach their goals. As a Financial Representative, Kim specializes in helping individuals and families achieve security in all areas of their lives. In addition to financial guidance, Kim works to inspire generosity in the community through programs like Thrivent Action teams and Choice Dollars. Clients can schedule an appointment or visit the office in Crystal Lake to learn more about the services offered. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on privacy and security disclosures. Only licensed financial advisors are credentialed to provide investment advisory services, and professional designations can be found on the Thrivent website.
Jerry Doran - Thrivent
Jerry Doran - Thrivent is a finance institution located at 1800 Nations Drive in Gurnee, Illinois, United States. They are licensed in multiple states including AL, AZ, FL, GA, HI, IL, IN, KY, LA, MN, MO, NV, OH, SC, TX, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial advice and guidance through their Financial Planning Framework, which includes a review and analysis of the client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee.
Mike Shackel - Thrivent
Mike Shackel - Thrivent is a finance institution located at 900 South Frontage Road, Woodridge, Illinois, United States. They offer licensing through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Jake Owens - Thrivent
Jake Owens - Thrivent is a finance institution located at 1411 Opus Place, Downers Grove, Illinois, United States. The institution works with affluent individuals, families, and businesses to develop strategies to reach their financial goals. They are licensed in multiple states including GA, HI, IL, IN, MA, MI, MN, MO, OR, TX, WA, and WI. Jake Owens believes in helping clients become good stewards of their finances by providing the right tools and guidance to plan intentionally. With industry expertise and experience, Jake can help clients build a financial roadmap to achieve their financial aspirations in today's ever-changing economy.
LaSalle St. Securities, LLC
LaSalle St. Securities, LLC is a finance institution located at 940 Industrial Drive in Elmhurst, Illinois, United States. Our mission is to empower independent reps and advisors by providing world-class asset management solutions. Since our establishment in 1974, we have built a firm based on transparency, honesty, and integrity, with a focus on building lasting relationships with financial professionals. As a privately-held firm rooted in Midwest values, we offer a full range of brokerage, advisory, and insurance products and services. Representatives registered with LaSalle St. Securities, LLC have access to a state-of-the-art brokerage platform with the latest fintech technology and automated workflows. Advisors registered with LaSalle St. Investment Advisors can utilize our LAMP and Fidelity Managed Account Xchange (FMAX) Platforms, along with top third-party managers in the industry.
Defined Capital
Defined Capital is a finance institution located at 1550 Spring Road in Oak Brook, Illinois, United States. Our firm specializes in financial planning to help you excel in retirement. Our founder, Dustin Javier, understands the importance of proper financial guidance, especially for Asian Americans who may face unique challenges in managing their money. As a Certified Financial Planner (CFP®), Dustin is dedicated to providing expert advice that is in your best interest. At Defined Capital, we are committed to transparency and accountability. We do not represent any specific investment or insurance company, ensuring that our recommendations are unbiased and tailored to your individual needs. With inflation on the rise, it is more important than ever to have a solid financial plan in place. Download our complimentary guide to learn how inflation can impact your retirement savings and what steps you can take to protect your financial future.
semperfigroup
SemperFi Group is a financial institution located in Homer Glen, Illinois, United States. We offer securities and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Our team of Registered Representatives can only conduct securities business with residents of select states. Your data is securely transmitted through our website. Visit us at 12551 West 159th Street to learn more about our investment services.
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