The 30 Best Financial wellness strategies in Frankfort, Illinois
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Lionel Chavez - COUNTRY Financial Representative
Lionel Chavez - COUNTRY Financial Representative is a finance and insurance agency located at 30 Ash Street in Frankfort, Illinois, United States. As a trusted representative of COUNTRY Financial, Lionel Chavez offers a range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a commitment to providing personalized and professional service, Lionel Chavez is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Lionel Chavez - COUNTRY Financial Representative today to learn more about their services and how they can assist you with your financial needs.
Prudential Financial
Prudential Financial is a well-established finance institution located at 9645 Lincolnway Lane in Frankfort, Illinois, United States. With a strong reputation for providing reliable financial services, Prudential Financial offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, insurance options, or wealth management services, Prudential Financial has the expertise and resources to guide you towards a secure financial future. Trust in Prudential Financial to provide you with personalized financial solutions tailored to your unique needs.
Timothy McGeorge - Financial Advisor, Ameriprise Financial Services, LLC
Timothy McGeorge is a financial advisor at Ameriprise Financial Services, LLC located at 10237 West Lincoln Highway in Frankfort, Illinois. As a part of Wojcik, Folk & McGeorge, Forbes Best-in-State Wealth Management Teams for 2023, Timothy McGeorge offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Timothy McGeorge helps clients navigate through life's financial challenges. Timothy McGeorge can only conduct securities business with residents of states in which he is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Whether you're saving for a major purchase or planning for the future, Timothy McGeorge can provide the guidance and support needed to succeed. Contact Timothy McGeorge at Ameriprise Financial Services, LLC for a consultation to discuss your financial needs and goals.
Jennifer B. Wozny - Cornerstone Tax Service, Inc.
Jennifer B. Wozny - Cornerstone Tax Service, Inc. is a reputable accounting and finance institution located at 9645 Lincolnway Lane in Frankfort, Illinois, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or IRS representation, Jennifer B. Wozny - Cornerstone Tax Service, Inc. is dedicated to providing personalized and efficient solutions to meet your financial needs. Trust in their expertise to navigate the complexities of tax laws and regulations, ensuring your financial well-being.
Cardinal Insurance Group
Cardinal Insurance Group is a reputable health insurance agency located at 20950 South Frankfort Square Road in Frankfort, Illinois, United States. We specialize in providing comprehensive health insurance solutions tailored to meet the needs of individuals and families. With a team of experienced professionals, we are committed to helping our clients navigate the complexities of the healthcare system and find the right coverage at the best possible rates. Trust Cardinal Insurance Group to protect your health and financial well-being.
Amy Lynch - Wealth Management
Amy Lynch - Wealth Management is located at 20201 LaGrange Road in Frankfort, Illinois, United States. As an Assistant Vice President and Wealth Advisor with Old Second Bank’s Wealth Management Group, Amy Lynch works closely with investment officers and wealth advisors to provide personalized investment management and financial planning services. She helps clients prepare customized comprehensive financial plans and portfolios, as well as offering administrative support. Amy Lynch holds a Bachelor of Business Administration in Finance Degree from Governors State University and is currently working towards obtaining the CFP designation to enhance her expertise in planning and investment. Old Second National Bank Frankfort is committed to meeting the 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 and operates in states where it is properly registered or exempted from registration requirements. All investment strategies involve 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 are subject to potential loss.
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