TOP 30 Independent financial advisors in Frankfort, Illinois

9 results found

Nestlehut Financial Services Inc is a reputable finance and legal institution located at 19802 South Harlem Avenue in Frankfort, Illinois, United States. Our team of experienced professionals offers a wide range of financial services and legal expertise to assist individuals and businesses with their financial needs. Whether you require assistance with investments, estate planning, or legal matters, Nestlehut Financial Services Inc is dedicated to providing personalized and comprehensive solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

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.

Claudia Marban - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10261 West Lincoln Highway, Frankfort, Illinois, United States. Claudia Marban holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Claudia Marban's expertise in various areas of financial planning and wealth management, including asset management, retirement planning, estate planning, investment strategies, and insurance products. Clients can expect personalized and comprehensive financial advice from Claudia Marban, tailored to their individual needs and goals.

Edward Jones - Financial Advisor: Justin Stuursma is a reputable finance institution located at 9645 Lincolnway Lane in Frankfort, Illinois, United States. Justin Stuursma is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Justin Stuursma can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Justin Stuursma is committed to helping clients secure their financial future.

Latko Wealth Management, Ltd. is a leading finance institution located at 45 Colorado Avenue in Frankfort, Illinois, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive and tailored solutions to meet the unique needs of each individual or family. Trust Latko Wealth Management, Ltd. to guide you towards a secure financial future.

Heather Merritt - State Farm Insurance Agent is a trusted insurance agency located at 20500 LaGrange Road in Frankfort, Illinois. As a State Farm Insurance Agent, Heather Merritt is dedicated to serving the community by helping individuals manage risks, recover from unexpected events, and achieve their dreams. The institution provides valuable information on topics such as the duties of a will Executor, the dangers of drunk driving, and the importance of estate planning. Clients can rest assured that their sensitive personal information is protected and that they can access the necessary assistance if using a screen reader. State Farm VP Management Corp. distributes securities, while life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm does not endorse third party sites and recommends consulting a tax or legal advisor for personalized advice. With a focus on protecting and supporting clients, Heather Merritt - State Farm Insurance Agent is committed to helping individuals and families secure their future.

BMO Bank N.A Branches located at 20820 LaGrange Road in Frankfort, Illinois, United States is a full-service branch offering a wide range of banking services for both personal and commercial customers. From everyday banking to investments and lending products, BMO Bank N.A is dedicated to meeting the financial needs of its clients. As a member of FDIC, the institution ensures that all banking products and services are subject to bank and credit approval. In compliance with federal law, BMO Bank N.A requires all customers to provide necessary identification information when opening an account to prevent money laundering and terrorism funding activities. The institution also emphasizes the importance of privacy and security policies, reminding customers to review such policies when accessing third party websites. BMO Bank N.A advises clients to consult with their independent legal and tax advisors for personalized advice, as the institution does not provide legal or tax advice.

Longtin Family Companies (LFC) is a finance institution located at 15 Oak Street in Frankfort, Illinois, United States. With over thirty years of experience, LFC specializes in addressing the concerns of entrepreneurs, business owners, and ultra high net worth families. The owners of LFC understand the sacrifices and passion that go into building a successful business, as they are entrepreneurs themselves. LFC offers independent services to help individuals and businesses make informed decisions regarding their personal estate, business growth, exit, and succession planning. Since 1987, LFC has partnered with The Mid-Continent Companies and the Van Pelt family in Houston, TX to provide even more advanced services, including employee benefit planning and personalized business strategies. Contact LFC at (800) 683-2987 for expert financial guidance and support.

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.