North Shore Asset Management and Tax Advisory, Inc.
1880 West Winchester Road, Libertyville, IL 60048
Location & Phone number
1880 W Winchester Rd Ste 112, Libertyville, IL 60048, United States
About the Business
North Shore Asset Management and Tax Advisory, Inc. is a finance institution located at 1880 West Winchester Road in Libertyville, Illinois, United States. Specializing in retirement planning, investments, insurance, and tax advice, we offer stable growth and reliable income for your retirement years. As the highest rated and most reviewed asset management and retirement planning company in Libertyville, we guarantee insurance product income for retirement through our unique strategy. In addition to our competitors, we provide tax preparation and advice to help reduce taxes on unnecessary income. When you work with us, you will receive exceptional service and personalized guidance to make informed decisions for your financial future. Visit North Shore Asset Management and Tax Advisory for your solution to investments, insurance, and taxes.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I Don't know where we would be financially today, if we hadn't met Gary Komarek at North Shore Asset Mngt. a few years ago. Gary created a plan for us to achieve our goals and we were very pleased with the results. Gary suggests and explains and the final decision is up to you. He doesn't TELL you what to do. Gary is there for you and to help you. A few weeks ago, I lost my husband. I called Gary and he had me come in. I ended up spending over 2 hours in his office while he was taking care of my investments. Gary Komarek is Honest, Dedicated and Knowledgeable."
"I want to thank you Gary for helping my parents, Jack and Roberta, what their investments and taxes over the years. They put their trust in him agreed to what he suggested and we're very happy with the results I highly recommend North shore asset Management"
"We have been with Gary since 2009. We had advisors in the past who only called when it would benefit them. We live in Florida and Gary will call just to check on how everything is going. He keeps us informed of paperwork we need to do and always returns our calls the same day. We appreciate his expertise in explaining and answering our questions."
"Gary Komerick was my mother's financial advisor. She liked and trusted him. She introduced me to Gary and I could see why she raved about him. When my mother past he was Very helpful during that difficult time. Gary helped me SAFELY reinvest for my future. I cannot say enough about how happy I am that my mother introduced me to him."
"Gary has been very knowledge as well as helpful in planning for my retirement income. He quickly responds to calls and emails and is generous with his time and resources to simplify some of the complexities of investing. Gary has been advising me for almost 10 years and I appreciate his excellent customer service and financial expertise."
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