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TOP 30 Financial representative near me in Illinois
621 results found
Search for local businesses, places and services near 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.
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.
US Marshals Services
Welcome to the U.S. Marshals Service - Rock Island Office Located at 211 19th Street, Rock Island, Illinois 61201, the U.S. Marshals Service (USMS) is proud to serve as the nation’s oldest and most versatile federal law enforcement agency. Our mission is to enforce federal laws and provide essential support to the federal justice system, ensuring the safety and security of our communities.
Budget Truck Rental
Welcome to Budget Truck Rental, conveniently located at 10 Lincoln Highway, Fairview Heights, Illinois 62208. As a trusted name in truck rentals, we are committed to providing reliable and affordable transportation solutions for all your moving needs. Whether you're relocating, transporting goods, or embarking on a DIY project, our wide range of well-maintained trucks is ready to assist you. Our Fairview Heights location not only offers truck rentals but also provides car rental services for your convenience. We understand that your schedule may not always align with typical business hours, which is why we offer after-hours drop-off options. Situated near a gas station, our location is easy to find and access.
Budget Truck Rental
Welcome to Budget Truck Rental located at 1706 Vandalia Street, Collinsville, Illinois! As a trusted name in vehicle rentals, we specialize in providing reliable and affordable truck rental services to meet all your moving and transportation needs. Whether you're relocating, transporting goods, or embarking on a big project, our fleet of well-maintained trucks is ready to assist you. At Budget Truck Rental, we offer a range of trucks and towing equipment to ensure you have the right vehicle for your specific requirements. Our commitment to customer satisfaction means you'll receive top-quality service and support every step of the way. Our terms and conditions include a binding arbitration clause and class action waiver, so please review them carefully to understand your rights and responsibilities.
St Clair Special Emergency Services
Welcome to St. Clair Special Emergency Services Located at 2900 Falling Springs Road, Sauget, Illinois, St. Clair Special Emergency Services Association (SCSESA) is a dedicated fire station committed to enhancing public safety across Southern Illinois and surrounding areas. As a proud all-volunteer not-for-profit organization, we represent a unique partnership between local Illinois government, concerned citizens, industry professionals, organized labor, fire and police departments, and the CENCOM system.
U.S. Bank ATM - Rock Island
Welcome to U.S. Bank ATM - Rock Island, your trusted financial partner located at 230 18th Street, Rock Island, Illinois 61201. As a leading provider of ATM, banking, and financial services, we are committed to making your financial management simple and secure. Our Bank Smartly Checking® offers an easy way to handle your finances with confidence. At U.S. Bank, we understand that borrowing money is a significant decision, and we are here to support you every step of the way. Whether you are looking for calculators, rate charts, or expert loan officers, our team is ready to answer all your loan and mortgage questions.
US Bank Mortgage
Welcome to U.S. Bank Mortgage, your trusted partner in achieving homeownership dreams, conveniently located at 230 18th Street, Rock Island, Illinois. As a leading name in the mortgage industry, U.S. Bank is committed to providing you with a wide range of loan options tailored to meet almost every mortgage need. Whether you're a first-time homebuyer or looking to refinance, our expert team is here to guide you through the process with confidence. Explore our diverse mortgage solutions, including options for $0 down payments for military members, and get a basic estimate of what you may be able to borrow. Our online tools, like affordability calculators, help you crunch the numbers and estimate your monthly payments, making your home-buying journey smoother and more informed.
Frank Osborn - Aflac Insurance Agent
Welcome to Frank Osborn - Aflac Insurance Agent, your trusted partner in safeguarding your future. Conveniently located at 1701 1st Avenue, Rock Island, Illinois, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. As a proud representative of Aflac, we specialize in offering a range of insurance products, including supplemental health, life, and accident policies that provide financial protection when you need it most. At our agency, we understand that every client is different, which is why we take the time to listen and understand your specific circumstances. Whether you're an individual seeking coverage or a business owner looking for employee benefits, Frank Osborn and his experienced team are here to guide you through the process with expert advice and exceptional customer service.
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