Personalized banking services in Mount Prospect, IL
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U.S. Bank – Wealth Management Banker: Phillip Calabrese
● ClosedU.S. Bank's Wealth Management Banker, Phillip Calabrese, provides personalized financial services and guidance to clients at their Mount Prospect, Illinois location. With a focus on wealth management, Phillip helps clients achieve their financial goals through strategic planning and investment advice. Located at 940 East Rand Road, U.S. Bank offers a range of financial services to meet the needs of individuals and businesses in the area. Trust Phillip Calabrese and U.S. Bank to help you secure your financial future.
940 E Rand Rd, Mt Prospect, IL 60056, United States -
Jordan Barajas - State Farm Insurance Agent
● OpenJordan Barajas - State Farm Insurance Agent is an insurance agency located at 1734 East Kensington Road in Mount Prospect, Illinois, United States. They provide a range of insurance services, including employer-provided group insurance health plans and assistance with calculating your home carbon footprint and finding renewable energy options. They offer tips for safe rural road driving, as well as information on life insurance, annuities, and pet insurance. They also work with U.S. Bank National Association to provide deposit products and credit cards.
1734 E Kensington Rd, Mt Prospect, IL 60056, United States -
Polish and Slavic Federal Credit Union
● ClosedThe Polish and Slavic Federal Credit Union, located at 1141 Mount Prospect Plaza in Mount Prospect, Illinois, is a trusted financial institution offering a variety of banking services. From savings and checking accounts to loans, mortgages, and credit cards, we are here to help our members meet their financial needs. Our secure online platform and digital services allow for easy access to accounts, automatic payments, and transfers. Please be aware of phishing attempts from scammers pretending to be VISA representatives using our phone number. Our representatives will never ask for your full credit card details. If you have any doubts about a call, please hang up and contact our Member Services Center directly.
1141 Mt Prospect Plaza, Mt Prospect, IL 60056, United States -
Pasquesi Sheppard: Michelle Prosecky CPA
● OpenPasquesi 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.
585 N Bank Ln, Lake Forest, IL 60045, United States -
Thrivent Financial-Lutherans
● OpenThrivent Financial-Lutherans, located at 800 West Central Road in Mount Prospect, Illinois, is a finance institution dedicated to helping individuals achieve their financial goals with confidence. Their team of financial advisors is committed to understanding each client's unique needs and priorities in order to create a personalized financial plan. With services like Money Canvas™, a free virtual coaching program, clients can develop healthier money habits at their own pace. Thrivent offers a range of financial services including advice, investments, insurance, banking, and charitable planning options. As a Fortune 500 organization with $162 billion in assets under management/advisement, Thrivent is rated highly by reputable agencies like AM Best, Moody's Investors Service, and S&P Global Ratings. Whether you are just starting out in your financial journey or nearing retirement, Thrivent's advisors are there to guide you through life's challenges and opportunities. Thrivent is dedicated to helping clients live generously and make the most of all they have been given. Schedule a free intro appointment with a financial advisor at Thrivent to start your journey towards a more meaningful and confident financial future.
800 W Central Rd Suite 139, Mt Prospect, IL 60056, United States
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