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TOP 30 Financial representative in Illinois
583 results found
A convenient service for searching for businesses, places and services
Family Wealth Management
Family Wealth Management is a finance institution located at 14 West Burlington Avenue in La Grange, Illinois, United States. Our team of industry leaders is dedicated to building personalized investment strategies to help you pursue your financial goals. We believe that uncertainty presents opportunities, and we work with you to design a strategy based on long-term fundamentals that are continually monitored and adjusted to navigate today's market risks and rewards. Our comprehensive financial services include investment strategies aimed at growing your wealth, planning for your family's future, and preparing for retirement. You can find interesting calculators and videos on our website to help you further understand your financial options.
LaSalle St. Securities
LaSalle St. Securities is a finance and insurance agency located at 14 Hickory Street in Frankfort, Illinois, United States. Our mission is to empower independent reps and advisors by providing world-class asset management solutions. Since our founding in 1974, we have prioritized transparency, honesty, and integrity in all of our relationships. Our firm offers a full range of brokerage, advisory, and insurance products and services, rooted in Midwest values of financial strength. Representatives registered with LaSalle St. Securities, LLC. have access to a cutting-edge brokerage platform with automated workflows and superior support services. Advisors registered with LaSalle St. Investment Advisors benefit from platforms like LAMP and Fidelity Managed Account Xchange (FMAX), as well as top third-party managers. We also offer a range of fixed insurance solutions and industry-leading technology platforms for our affiliated reps and advisors. With a 95% advisor satisfaction rating and over 45 years of proven stability, we strive to create a family environment where advisors can thrive. Contact us at (630) 600-0500 to learn more about how we can support your financial success.
InSight Securities, Inc.
InSight Securities, Inc. is a well-established international brokerage and money management firm located at 600 Central Avenue in Highland Park, Illinois, United States. Since 1970, we have been providing investment services to high net worth individuals, retirement funds, corporate accounts, and trust accounts. We are proud to be members of FINRA, MSRB, and SIPC, and our securities are cleared through Axos Clearing, Inc. and Interactive Brokers LLC. InSight Securities is registered to conduct securities business in all 50 states plus Washington D.C., as well as in several other states and Puerto Rico.
Alan Moravec - Thrivent
Alan Moravec - Thrivent is a finance institution located at 15233 Walnut Road in Oak Forest, Illinois, United States. Licensing for the institution can be obtained 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 provide legal, accounting, or tax advice. Clients are advised to consult with their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Ruthe Schwartz, CEO - Money In Motion Inc.
Ruthe Schwartz, CEO of Money In Motion Inc., is a finance and insurance agency located at 242 Kenmore Avenue in Deerfield, Illinois. Partnered with New York Life, Ruthe is dedicated to serving professional advisors and individuals in the state of Illinois. As a licensed insurance agent with New York Life Insurance Company and other independent insurance companies, Ruthe offers a range of insurance products and services. Additionally, as a Registered Representative of NYLIFE Securities LLC, Ruthe provides securities products and services to individuals residing in Illinois. Money In Motion Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own legal, tax, or accounting professionals before making any decisions.
American Tax Professionals
American Tax Professionals is a leading accounting and finance institution located at 207 Stephen Street in Lemont, Illinois, United States. We specialize in providing accounting, payroll, and bookkeeping support for our clients. Our team of experts is dedicated to representing our clients in audits with the IRS, FTB, and EDD, ensuring that we stay current on tax laws and regulations. We offer tailored strategies for both business and individual clients, working tirelessly to tackle their most pressing financial issues. Our commitment to our clients extends beyond tax season, as we are always ready to assist with even the toughest situations. Trust American Tax Professionals to handle all of your accounting and financial needs with professionalism and expertise.
NAEEM CPA PA
NAEEM CPA PA is a trusted accounting and finance institution located at 1431 Opus Place in Downers Grove, Illinois, United States. Specializing in accounting, payroll, tax preparation, and bookkeeping support, we can replace your back office with our expertise. As QuickBooks ProAdvisors and certified independent accounting professionals, we offer strategic insights to drive business success. Our areas of expertise include Cost Accounting, Inventory Management, and Manufacturing Accounting. At NAEEM CPA PA, we are dedicated to our clients and have successfully represented them in audits with the IRS, FTB, and EDD, keeping us current on tax laws to handle even the toughest situations. We develop strategies for both business and individual clients, working diligently and providing support beyond tax season. Let us tackle your most pressing financial issues and help you achieve your goals.
The Music CPA
The Music CPA is a specialized institution located at 101 West 22nd Street, Lombard, Illinois, United States, offering full-service accounting, tax preparation, tax compliance, and consulting services to recording artists, musicians, bands, recording labels, and other music industry businesses. The team consists of accountants who are also musicians, providing expertise in entertainment industry tax and accounting matters nationwide. Working directly with entertainers or their representatives such as agents, attorneys, and personal managers, The Music CPA focuses on a range of financial issues including tax matters, recoupable expenses, tour budgeting, asset depreciation, contracts, and program budgeting. Unlike other professionals in the industry, The Music CPA does not take a percentage of entertainment revenues, ensuring an independent and trusted outlet for financial management and decision-making.
Vista Tax & Services Co. and Vista Insurance Inc.
Vista Tax & Services Co. and Vista Insurance Inc. is a reputable institution located at 1451 Rand Road in Des Plaines, Illinois, United States. Specializing in accounting and finance, our team of well-trained representatives is dedicated to providing top-notch services to meet your financial needs. From instant filing services to assisting with audits for the state or IRS, we are here to help you every step of the way. Don't risk your plates not being renewed - trust us to handle all of your financial needs efficiently and effectively. Visit our local office today for a consultation and experience the difference with Vista Tax & Services Co. and Vista Insurance Inc.
LUIS V PLASCENCIA, CPA
LUIS V PLASCENCIA, CPA is a well-established accounting firm located at 10526 West Cermak Road in Westchester, Illinois. Specializing in financial statements, IRS representation, tax compliance, and Cannabis tax regulations, our experienced team is dedicated to providing accurate and clear reporting for businesses, non-profit organizations, and clients in the cannabis industry. From financial statement compilations to representing taxpayers before the IRS, we offer a wide range of services to meet your accounting needs. Led by Certified Public Accountant Luis Plascencia, our firm is committed to helping clients navigate the complexities of GAAP, cost accounting rules, and IRC 280E for federal tax purposes. With a strong focus on internal controls for non-profit organizations and expertise in the unique tax laws of the booming Cannabis Industry, we ensure that our clients remain in compliance with IRS and state taxing authorities.
Prime Accounting Services, Inc.
Prime Accounting Services, Inc. is a reputable accounting and finance institution located at 1028 Longaker Road in Northbrook, Illinois, United States. With over 20 years of experience in individual and business tax preparation, our Illinois Certified Public Accountant is dedicated to providing top-notch financial services. We are also enrolled to represent taxpayers before the Internal Revenue Service, ensuring that our clients receive expert guidance and support in all tax-related matters. Trust Prime Accounting Services, Inc. for all your accounting and finance needs.
Buildingstars
Buildingstars, located at 902 Morse Avenue in Schaumburg, Illinois, offers personalized and consistent commercial cleaning services for various types of office spaces. From financial to industrial, educational to medical offices, corporate headquarters to multi-tenant buildings, Buildingstars of Chicago has you covered. Our goal is to provide top-notch cleaning services using clear and simple processes, all while utilizing the industry's most skilled cleaning service teams in Chicago. Our green cleaning program not only promotes employee health but also protects the environment and helps reduce costs throughout your facility. With touch-free soap and paper dispenser solutions, our healthy building services ensure a clean and healthy environment for employees, tenants, and customers.
PJN Accounting Services
PJN Accounting Services, located at 165 North Spring Street in Elgin, Illinois, specializes in providing affordable solutions to businesses and individuals facing tax issues with the IRS. With over 40 years of experience, owner Patrick Noone, a Certified Public Accountant, and Gold member of the American Society of Tax Problem Solvers, is dedicated to exploring every possible solution for his clients. PJN Tax Solutions Group can represent you in front of the IRS, develop strategies to defend your position, negotiate settlements for reduced tax liabilities, and resolve wage garnishments. They work to settle tax debts, return frozen assets, and offer structured payment plans that work for you. Additionally, they can help relieve spouses of tax obligations and provide a free guide on avoiding tax resolution company rip-offs.
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