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TOP 30 Independent financial advisors in Deerfield, IL
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Barry Finkelstein, Financial Services Professional - New York Life
Barry Finkelstein, Financial Services Professional at New York Life, located at 1650 Lake Cook Road in Deerfield, Illinois, offers expert financial advice and life insurance solutions. With a focus on helping clients prepare for life's inevitable changes, Barry and his team provide insight and compassion to create lasting relationships with their clients. Licensed to sell insurance through New York Life Insurance Company and other independent companies in multiple states, Barry also offers securities products and services through NYLIFE Securities LLC. Additionally, as a member agent of the Nautilus Group®, Barry is dedicated to providing comprehensive financial planning services. Consult Barry Finkelstein for personalized financial guidance and secure your legacy of love and financial security today.
The Pietsch Financial Group, Inc.
The Pietsch Financial Group, Inc. is a reputable finance and insurance agency located at 1751 Lake Cook Road in Deerfield, Illinois, United States. With a strong commitment to providing top-notch financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to insurance solutions, we offer a wide range of services tailored to meet the unique needs of our clients. Trust The Pietsch Financial Group, Inc. to provide you with expert advice and personalized solutions to secure your financial future.
Ed Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Ed Gordon - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 540 Lake Cook Road, Deerfield, Illinois, United States. The institution offers a range of certifications and designations to its advisors to ensure they are well-equipped to meet the diverse financial needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, advisors at Ameriprise Financial Services, LLC are trained to provide expert financial advice. Additional designations such as the AEP®, AIF®, and AWMA℠ further showcase the institution's commitment to excellence in financial planning. Whether you are looking for retirement planning, estate planning, or investment management, the advisors at Ameriprise Financial Services, LLC have the expertise to help you achieve your financial goals.
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.
Oldham Financial Services
Oldham Financial Services, located at 520 Lake Cook Road in Deerfield, Illinois, is a finance institution dedicated to helping individuals manage their financial responsibilities. With so many financial goals to juggle, from paying off mortgages to saving for retirement and college, having a financial professional like Todd Oldham by your side can make all the difference. Todd Oldham is a Registered Representative offering securities products and services through NYLIFE Securities LLC, as well as licensed to sell insurance through New York Life and other independent companies in Illinois, Indiana, Michigan, and Wisconsin. Additionally, Todd Oldham is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in the same states. At Oldham Financial Services, we prioritize evaluating your needs, assessing your priorities, and recommending solutions to help you reach your financial objectives. Please note that Oldham Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates. Contact us today to start planning for a secure financial future.
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.
CliftonLarsonAllen LLP
CliftonLarsonAllen LLP is a leading accounting and finance institution located at 770 Lake Cook Road in Deerfield, Illinois, United States. The institution offers a wide range of services, including investment advisory services through its affiliate CliftonLarsonAllen Wealth Advisors, LLC. As a member of the CLA Global network, CliftonLarsonAllen LLP is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, a UK-based entity, does not provide direct services to clients. CliftonLarsonAllen LLP operates independently and is not liable for the actions of other member firms. The institution is committed to providing top-notch accounting and financial services to its clients.
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