TOP 10 Local bank in Lake Forest, Illinois

Craig Perry - State Farm Insurance Agent is a reputable insurance agency located at 222 East Wisconsin Avenue in Lake Forest, Illinois. With over 20 years of experience with State Farm Insurance, Craig Perry serves customers in Illinois, Wisconsin, and Indiana. As a Small Business Leader, he has been recognized as one of the Top 50 Agents in the company. Specializing in relocations to Lake Forest and Lake Bluff, as well as assisting small business owners, Craig Perry has a deep understanding of the local community having grown up in Downers Grove, Illinois, and graduated from Eastern Illinois University. The agency offers a wide range of insurance options including Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, and Financial Services. Their main goal is to find the right coverage tailored to the specific needs of each customer. They provide FREE insurance quotes and have a 24/7 Good Neighbor service for immediate assistance. Customers can stay connected with the office and the local business community by following them on social media.

Merrill Lynch Financial Advisor John Diefenbach is a finance institution located at 780 North Western Avenue, Lake Forest, Illinois, United States. As a financial advisor, John Diefenbach focuses on managing your wealth by creating personalized strategies tailored to your specific financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, he can help you navigate the changing market conditions and work towards achieving your objectives. John Diefenbach follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can help build a personalized plan centered on your goals and aspirations. Supported by the global resources of Merrill, his team is dedicated to building strong client relationships based on trust and personalized service.

Pasquesi Sheppard: Michelle Prosecky CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Michelle Prosecky, a Certified Public Accountant, has been a valuable member of the firm since 2000. With a focus on attestation work for closely-held businesses, Michelle has extensive experience working with manufacturers, construction contractors, non profits, and professional service organizations. Michelle's expertise in various tax areas allows her to assist closely-held businesses in maximizing their tax savings opportunities through strategic financial planning. She also specializes in advanced wealth transfer strategies, ensuring that assets are properly passed down to the next generation through trusts, family limited partnerships, and private foundations.