Local tax services in Lake Forest, Illinois

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.

Merrill Lynch Wealth Management, located at 780 North Western Avenue in Lake Forest, Illinois, is a leading finance institution dedicated to providing personalized wealth management strategies tailored to each client's unique objectives. Our experienced financial advisors offer a wide range of services, including retirement income planning, concentrated stock position guidance, traditional investments, and estate planning. We believe in giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives. With access to industry-skilled advisors, cutting-edge technology, and a disciplined wealth planning platform, we are committed to helping clients achieve their financial and life goals. Whether you are a seasoned investor or just starting out, our culture of mentorship and professional training ensures that our advisors have the skills and knowledge needed to assist individuals in pursuing their financial aspirations. Contact us today to learn more about how we can help you navigate the complexities of the financial world and work towards a secure future.

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.