Strategies for global finance in Northbrook, Illinois
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RKF Global
RKF Global is a leading institution located at 555 Skokie Boulevard in Northbrook, Illinois, United States. We specialize in providing top-notch services in the fields of finance, business consulting, and market research. Our team of experts is dedicated to helping our clients achieve their goals and navigate the complexities of the global marketplace. With a strong reputation for excellence and a commitment to client satisfaction, RKF Global is the go-to institution for all your business needs.
Lipschultz Levin & Gray
Lipschultz Levin & Gray is an accounting and finance institution located at 425 Huehl Road in Northbrook, Illinois, United States. Led by Managing Partner Anton Hendler, the firm offers a free initial consultation to prospective clients. LLG prides itself on its progressive management style, fostering long-term client relationships through honest and open communication. The firm's fee structure includes advice, setting it apart from traditional CPA firms. LLG's office layout reflects its commitment to collaboration and innovation, with walls and doors removed to encourage idea-sharing. With a focus on mid-sized and large privately held entities operating globally, LLG provides efficient and proactive accounting, tax, and consulting services. The firm's experienced team prioritizes resolving challenges quickly and effectively, offering unique solutions tailored to each client's needs. At LLG, relationships are built on trust and personalized attention, ensuring clients receive valuable, long-lasting support.
Creative Planning
Creative Planning is a leading finance institution located at 630 Dundee Road in Northbrook, Illinois, United States. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and customized wealth management services to provide financial peace of mind to clients globally and in the local Chicagoland Area. Our team of wealth managers is fiercely committed to helping clients achieve their financial goals and enjoy a richer way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with any third parties. Upon inquiry, a team member will promptly schedule a free, no-obligation consultation within one business day.
Fisher Investments
Fisher Investments, located at 500 Skokie Boulevard in Northbrook, Illinois, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works with clients to create tailored investment portfolios to help them achieve their financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we also serve a diverse group of institutional clients globally, including pension funds, governments, and foundations. Our seasoned team of investing professionals provides valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Visit our Northbrook office for personalized wealth management services. Please note that investing in securities involves risks, and past performance is not indicative of future returns. Be aware of additional risks when investing in foreign stock markets, such as currency fluctuations.
Merrill Lynch Financial Advisor Garrett Dahm
Merrill Lynch Financial Advisor Garrett Dahm is a finance institution located at 1033 Skokie Boulevard, Northbrook, Illinois, United States. Garrett joined Merrill Lynch Wealth Management in 2017 as a Financial Advisor, specializing in developing strategies and providing advice for individuals, families, and businesses to help them achieve their short- and long-term financial goals. As a qualified Portfolio Manager, Garrett can manage clients' investments on a discretionary basis using personalized or defined strategies tailored to their needs. Garrett has a passion for classical guitar and has performed solo concerts and with orchestras around the world, including at the opening ceremonies of the 2000 Olympics in Australia. He currently resides in Mt. Prospect with his wife and son, enjoying golf, hockey, and spending time with his family outside of the office.
Merrill Lynch Financial Advisor Timothy C Womack
Merrill Lynch Financial Advisor Timothy C Womack is a finance institution located at 1033 Skokie Boulevard, Northbrook, Illinois, United States. With over 50 years of combined financial services experience, the institution offers guidance and strategies to help clients establish the right financial blueprint tailored to their needs. The team is committed to providing extraordinary service and understanding each client's complete financial picture and life goals. They work closely with clients to educate them on making informed decisions about their future, whether it involves managing investments, planning for retirement, or addressing complex compensation packages. The institution collaborates with Bank of America Private Bank trust and estate planning specialists to facilitate wealth transfer strategies and minimize taxes. They also assist with corporate benefit plans and provide personalized financial approaches to help clients pursue their goals. The team believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
WeTrust Accounting LLC
WeTrust Accounting LLC, located at 3392 Commercial Avenue, Northbrook, Illinois, United States, is a finance institution founded and directed by Elham Jafarzadeh, an IRS Enrolled Agent and tax professional licensed for all 50 states on a federal level. With over a decade of experience in individual and business tax accounting, as well as global payroll and business formation, Elham and her team take a consultative approach to each client relationship. WeTrust Accounting specializes in tax return preparation, tax planning, payroll services, business formation, and IRS representations, with a focus on helping small businesses optimize their tax savings. Utilizing state-of-the-art technology, we serve many clients remotely, providing support and knowledge every step of the way. Our mission is to help clients comply with IRS regulations and reduce tax bills through efficient, accurate, and successful work. Prices are competitive and fair, with no surprise bills, as we strive to provide outstanding value and earn your trust.
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