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TOP 30 Insurance portfolio management in Illinois
168 results found
A convenient service for searching for businesses, places and services
More Insurance Agency
More Insurance Agency, located at 309 North Genesee Street in Morrison, Illinois, has been serving the community since 1942. Situated in Morrison's Historic District, our agency has a long-standing tradition of providing exceptional service to multiple generations of families. With a combined 79 years of experience in the insurance industry, More Insurance Agency prides itself on attention to detail, listening to clients' needs, and responding with integrity and responsibility. Our commitment to a higher standard of customer service sets us apart in Morrison and the surrounding tri-state area.
Patrick M. Zugg Insurance
Patrick M. Zugg Insurance is a reputable insurance agency located at 113 West Washington Street in Momence, Illinois, United States. With a commitment to providing personalized and reliable insurance solutions, they offer a wide range of insurance products to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to helping you find the right coverage at competitive rates. Trust Patrick M. Zugg Insurance to protect what matters most to you.
Hicks Insurance Group
Hicks Insurance Group is a reputable health insurance agency located at 19144 88th Avenue in Mokena, Illinois, United States. With a team of experienced professionals, Hicks Insurance Group is dedicated to providing personalized insurance solutions to meet the unique needs of individuals and families. Whether you are looking for health insurance coverage for yourself or your loved ones, Hicks Insurance Group is committed to helping you find the right plan at an affordable price. Contact us today to learn more about our services and how we can assist you in protecting your health and financial well-being.
Tracy Insurance
Tracy Insurance is a trusted insurance agency located at 1508 West Main Street in Robinson, Illinois. With years of experience in the industry, we provide a wide range of insurance products and services to meet the needs of our clients. Our knowledgeable agents are dedicated to helping you find the best coverage at the most competitive rates. Whether you are looking for auto, home, life, or business insurance, Tracy Insurance is here to help protect what matters most to you. Contact us today for a personalized insurance solution tailored to your specific needs.
Shepherd Insurance
Shepherd Insurance is a reputable insurance agency located at 601 North Market Street in Mount Carmel, Illinois, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, Shepherd Insurance helps individuals and businesses protect their assets and mitigate risks. Their team of experienced agents offers a wide range of insurance products, including home, auto, life, health, and commercial insurance. Whether you are looking for coverage for your family or your business, Shepherd Insurance is dedicated to finding the right policy to meet your needs. Contact them today to learn more about their services and how they can help you secure a better future.
thorntonpowell Insurance Financial Services
ThorntonPowell Insurance Financial Services is a reputable health insurance agency located at 5550 147th Street in Oak Forest, Illinois. Our experienced team is dedicated to providing our clients with the highest quality insurance products and services. We offer a wide range of health insurance options to meet the diverse needs of individuals and families. Whether you are looking for coverage for yourself, your family, or your business, our knowledgeable agents are here to help you find the perfect plan. Trust ThorntonPowell Insurance Financial Services to protect your health and financial well-being.
Latman Insurance Group, Inc.
Latman Insurance Group, Inc. is a reputable health insurance agency located in Flossmoor, Illinois. With a commitment to providing top-notch insurance services, they offer a wide range of health insurance options to meet the diverse needs of their clients. Their experienced team of professionals is dedicated to helping individuals and families find the right insurance coverage at competitive rates. Whether you are looking for individual health insurance or group health plans, Latman Insurance Group, Inc. has you covered. Visit them at 19710 Governors Highway to learn more about their services and how they can help you protect your health and well-being.
O'Neal Insurance Group
O'Neal Insurance Group is a reputable health insurance agency located at 5113 South Harper Avenue in Chicago, Illinois. We specialize in providing comprehensive health insurance plans to individuals and families, ensuring they have access to quality healthcare when they need it most. Our experienced agents are dedicated to helping our clients find the best coverage options that fit their needs and budget. Trust O'Neal Insurance Group to provide you with the peace of mind knowing that you are protected in case of any medical emergencies.
The Insurance Plaza
The Insurance Plaza is a comprehensive finance, health, and insurance agency located at 233 South Wacker Drive in Chicago, Illinois, United States. With a dedicated team of professionals, we provide a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for health insurance, life insurance, or any other type of coverage, our experts are here to help you find the right solution. Visit us at The Insurance Plaza and let us protect what matters most to you.
Midwest Insurance Advisors, Inc
Midwest Insurance Advisors, Inc is a reputable insurance agency located at 10540 South Western Avenue in Chicago, Illinois. With a team of experienced and knowledgeable insurance advisors, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions to protect what matters most to you. Contact us today to discuss your insurance needs and let us help you find the right coverage at the right price.
Jessica Niemann at Comparion Insurance Agency
Jessica Niemann at Comparion Insurance Agency is a trusted insurance agency located in the heart of Chicago, Illinois. With a focus on providing personalized service and tailored insurance solutions, Jessica Niemann and her team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, they have the expertise to find the right coverage for your needs. Visit them at 1 North Franklin Street to discuss your insurance options and secure peace of mind for the future.
Herr Capital Management, LLC
Herr Capital Management, LLC is a finance and insurance agency located at 10231 South Western Avenue in Chicago, Illinois, United States. For over 25 years, we have been dedicated to developing personalized financial planning and wealth management solutions for our clients, empowering them to live a life of prosperity by making smart financial decisions. As fiduciaries, we work with you to define your unique circumstances and goals, creating a plan that works specifically for you. Our independent firm offers a full range of financial services to high-net-worth individuals, families, and businesses. We believe that making the decision to live a prosperous life is a defining moment, and we are here to help you determine yours. Our team of advisors is committed to helping you on your path to prosperity, researching and providing timely, accurate information tailored to your needs.
Banterra Insurance/Investments
Banterra Insurance/Investments is a comprehensive insurance agency located at 1501 U.S. 45 in Eldorado, Illinois, United States. Our business insurance policies provide coverage for unfortunate circumstances, ensuring that you are protected in any situation. We work with top national insurance brands to offer a variety of options for homeowner insurance, tailored to your specific needs. Our customizable vehicle insurance policies are designed to fit your coverage needs and budget. At Banterra Insurance/Investments, we believe in offering a one-stop-shop for our customers, providing the best financial products and services to our communities. Insurance plays a crucial role in retirement planning, business planning, and protecting your assets, family, and legacy. Trust Banterra Insurance/Investments to help you build a strong financial plan for your future.
Magnum Insurance Agency
Magnum Insurance Agency is a trusted health insurance agency located at 700 East New York Street in Aurora, Illinois, United States. With a commitment to providing excellent service and comprehensive coverage options, Magnum Insurance Agency is dedicated to helping individuals and families find the perfect health insurance plan to meet their needs. Their experienced agents are knowledgeable about the latest healthcare options and work diligently to ensure their clients are well-informed and protected. Whether you are looking for individual coverage or a family plan, Magnum Insurance Agency is here to help you navigate the complex world of health insurance and find the perfect policy for you.
fballiance insurance company
FBAlliance Insurance Company is a trusted insurance agency located at 1501 Woodfield Road in Schaumburg, Illinois. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Our commitment to exceptional customer service and competitive rates has made us a preferred choice for insurance in the United States. Contact us today to learn more about how we can protect what matters most to you.
Worthy Insurance
Worthy Insurance, located at 8130 North McCormick Boulevard in Skokie, Illinois, has been providing customized insurance solutions since 2005. We believe that every client deserves personalized insurance coverage that meets their unique needs and risks. Our team works collaboratively with clients to build insurance portfolios that protect their businesses and help them achieve long-term success. We offer coverage and risk management solutions for companies of all sizes, anticipating and meeting our clients' needs with prompt and informative service. Our experienced team understands the unique challenges faced by manufacturing businesses and offers a range of insurance options to protect against potential risks. From commercial general liability insurance to business interruption coverage, we ensure that your business is safeguarded against unforeseen events. We also offer workers' compensation, business auto insurance, and commercial umbrella policies to provide comprehensive protection for your manufacturing operations.
Insurance Services Office Inc
Insurance Services Office Inc, located at 101 Burr Ridge Parkway in Burr Ridge, Illinois, is an innovative insurance agency that specializes in creating P&C insurance programs, refining life and annuity plans, improving combined ratios, and providing solutions for specialties such as professional liability and management liability. The institution leverages analytics to assess and price risks with speed and precision, helping clients compete in new markets and maintain regulatory compliance. With a focus on personal property, commercial property, and auto insurance, Insurance Services Office Inc offers a range of data-driven solutions to streamline underwriting, pricing, and claims management processes. Their advanced technology and analytics tools help clients optimize their insurance portfolios, reduce costs, and improve customer satisfaction. Whether it's managing catastrophe risk, automating claims processing, or developing innovative insurance products, Insurance Services Office Inc is dedicated to delivering exceptional service and value to their clients.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 475 North Martingale Road in Schaumburg, Illinois, is a finance institution that offers a unique approach to wealth management. They believe in helping clients not only build wealth but also enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of a client's financial life. Their team of talented wealth advisors in the Schaumburg area are dedicated to helping clients achieve their financial goals. From Dane, who is passionate about financial literacy and education, to Tom, who specializes in investment management and retirement planning, to Lauren, who provides comprehensive financial plans, the advisors at Mercer Advisors are committed to empowering clients with the knowledge to make informed decisions for a financially secure future.
Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit
Chicago Wealth Management Group, led by Matthew Schmit, John Scanlon, and James Schmit, is a finance and insurance agency located at 160 South Myrtle Avenue in Villa Park, Illinois, United States. Our team of financial advisors is registered through our broker dealer, Cetera Advisor Networks, part of Cetera Financial Group. We specialize in creating portfolios tailored to your long-term objectives, helping you pursue your dream retirement. Whether you are just starting a family or nearing retirement, we can assist you in reaching your financial goals. We offer advanced investment strategies, retirement plans, and a range of financial services to individuals, families, businesses, and non-profits nationwide. Our services include 401(k), SEP-IRA, and other Retirement Plan options for businesses and independent contractors, as well as custom US stock portfolios, managed muni bond accounts, 529 transition strategies, and more. Estate conservation and IRA rollovers are also areas in which we can provide guidance. Cetera Financial Group, of which we are a part, is a network of independent retail firms focused on providing personalized financial solutions. Our Investment Adviser Representatives offer advisory services through Cetera Investment Advisers LLC, while our Registered Representatives offer securities through Cetera Advisor Networks LLC. We are dedicated to helping you secure your financial future and are committed to providing accurate and reliable information to assist you in making informed decisions. Contact us today to learn more about how we can help you achieve your financial goals.
Mike Cava, CFA CFP® - Wealth Management
Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are 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. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.
Steve Meves - Wealth Management
Steve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.
"Ed" Edward Gorenz - Wealth Management
"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. 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. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.
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.
Richard A Green Northwestern Mutual Wealth Management Company
Richard A Green Northwestern Mutual Wealth Management Company is a top-tier finance institution located at 9550 West Higgins Road in Rosemont, Illinois. As part of the prestigious Northwestern Mutual network, they offer expert wealth management services to help clients achieve their financial goals. With a focus on personalized planning and investment strategies, Richard A Green Northwestern Mutual Wealth Management Company is dedicated to providing exceptional service and guidance to their clients. Trust in their expertise to secure your financial future.
The Son's Group Inc.
The Son's Group Inc. is a reputable health and insurance agency located at 1395 Main Street in Crete, Illinois, United States. With a commitment to providing top-quality services to clients, this institution offers a range of health and insurance products to meet the needs of individuals and families. The Son's Group Inc. prides itself on its knowledgeable staff, excellent customer service, and dedication to helping clients find the best coverage options for their specific needs. Whether you are looking for health insurance, life insurance, or other types of coverage, The Son's Group Inc. is here to assist you every step of the way. Visit us today to learn more about our services and how we can help you protect yourself and your loved ones.
A All Financial Services
A All Financial Services is a finance institution located at 17250 Torrence Avenue in Lansing, Illinois, United States. We offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you need help with budgeting, investing, or planning for retirement, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
US Financial, Ltd.
US Financial, Ltd. is a multi-faceted institution located at 636 South River Road in Des Plaines, Illinois. Specializing in accounting, finance, insurance, and real estate services, our team of experts is dedicated to providing top-notch financial solutions to our clients. Whether you are looking for assistance with tax preparation, investment planning, insurance coverage, or real estate transactions, US Financial, Ltd. is here to help. With a commitment to excellence and a focus on customer satisfaction, we strive to exceed expectations and help our clients achieve their financial goals. Visit us today to see how we can assist you with all your financial needs.
A All Financial Services
A All Financial Services is a finance institution located at 4821 North Cumberland Avenue in Norridge, Illinois, United States. We offer a wide range of financial services including investment management, retirement planning, tax preparation, and insurance solutions. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
A All Financial Services
A All Financial Services is a reputable finance institution located at 8263 West Belmont Avenue in River Grove, Illinois, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or loans, we have the knowledge and experience to guide you every step of the way. Trust A All Financial Services to help you secure a stable financial future.
Equitable Advisors
Equitable Advisors is a reputable financial institution located at 4341 Acer Grove in Springfield, Illinois, United States. As a leading provider of financial services, Equitable Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, clients can expect personalized solutions tailored to their specific needs. Whether you are planning for retirement, saving for college, or looking to protect your assets, Equitable Advisors is committed to providing comprehensive and innovative financial strategies. Contact us today to schedule a consultation and start building a secure financial future.
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