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TOP 30 Trust fund management in Illinois
153 results found
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BMO Global Asset Management
BMO Global Asset Management is a leading financial institution located at 115 South La Salle Street in Chicago, Illinois, United States. As a premier provider of investment management services, BMO Global Asset Management offers a wide range of investment solutions to help individuals and institutions achieve their financial goals. With a strong focus on delivering superior results and exceptional client service, BMO Global Asset Management is trusted by investors around the world to help them navigate the complexities of the global financial markets.
NAV Fund Administration Group
NAV Fund Administration Group is a leading finance institution located at 1 Trans Am Plaza Drive in Oakbrook Terrace, Illinois, United States. With a strong reputation in the industry, NAV Fund Administration Group specializes in providing comprehensive fund administration services to a wide range of clients. Their experienced team offers expertise in managing funds, ensuring accurate reporting, and delivering tailored solutions to meet the unique needs of each client. Trust NAV Fund Administration Group for all your finance needs.
First Trust Portfolios
First Trust Portfolios is a finance institution located at 120 East Liberty Drive in Wheaton, Illinois, United States. They offer a range of investment products, including the FT Vest Dow Jones Internet & Target Income ETF (FDND). This ETF was listed on the exchange on March 21, 2024. The institution also offers First Trust Target Outcome ETFs and upcoming Vest Buffered UITs for investors looking to diversify their portfolios. Stay informed about new ETF launches and additional information by visiting their website.
First Mid Bank & Trust
First Mid Bank & Trust is a full-service financial institution located at 909 12th Street in Lawrenceville, Illinois. Led by Regional Community Bank President John Barnett and Branch Manager Rachel Hipsher, our team is dedicated to providing top-notch customer service and a wide range of banking services. Our hours of operation are Monday through Thursday from 8:30 a.m. to 4:00 p.m., Friday from 8:30 a.m. to 5:00 p.m., and Saturday from 9:00 a.m. to 12:00 p.m. Conveniently situated just two blocks south of the square, our banking center offers personal and business deposit services, as well as assistance with auto and personal loans. For additional business needs, such as financing and ag loans, our nearby location in Mt. Carmel is available to serve you.
Pullman Bank & Trust
Pullman Bank & Trust is a reliable financial institution located at 861 West 115th Street in Chicago, Illinois. As a full-service bank, we offer a range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to exceptional customer service and a strong reputation for financial stability, Pullman Bank & Trust is the trusted choice for all your banking needs in the Chicago area.
David C. Heide - RBC Wealth Management Financial Advisor
David C. Heide - RBC Wealth Management Financial Advisor is a premier financial institution located at 7420 West College Drive in Palos Heights, Illinois, United States. As a trusted advisor in the finance industry, they provide expert guidance and personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, investment strategies, and retirement planning, David C. Heide and his team are dedicated to helping clients secure their financial future. With a commitment to excellence and a reputation for integrity, they are a top choice for individuals seeking professional financial advice.
Flora Bank & Trust
Flora Bank & Trust is a trusted financial institution located at 330 U.S. 45 in Louisville, Illinois, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you need to deposit funds, withdraw cash, or manage your finances, our convenient ATM services and knowledgeable staff are here to assist you. With a commitment to providing excellent customer service and secure banking solutions, Flora Bank & Trust is your go-to destination for all your financial needs.
GSP MANAGEMENT & TAX SERVICES LLC
GSP Management & Tax Services LLC is a finance institution located in Marion, Illinois, United States. We offer accounting, payroll, and bookkeeping support to replace your back office. Our team is dedicated to our clients, representing them in audits with the IRS, FTB, and EDD to stay current on tax law. We develop strategies for both business and individual clients, working hard and long hours to tackle your most pressing financial issues. Your support and contributions enable us to meet our goals and improve conditions, so your generous donation will fund our mission. Trust us to handle complex financial issues and be prepared for the toughest situations.
Algonquin Bank & Trust
Algonquin Bank & Trust is a trusted financial institution located at 4049 West Algonquin Road in Algonquin, Illinois, United States. Offering a wide range of banking services including checking and savings accounts, loans, and investment options, Algonquin Bank & Trust is committed to providing personalized financial solutions to meet the needs of their customers. With convenient ATM services available, customers can easily access their funds and manage their finances. Visit Algonquin Bank & Trust today for all your banking needs.
Madden Funds Management
Madden Funds Management is a finance institution located at 1010 Lake Street, Oak Park, Illinois, United States. As a fee only investment advisory firm, we specialize in helping clients manage their retirement accounts such as 401k, IRAs, and Rollover IRAs. Our goal is to keep your investments 'on track' to meet your retirement income goals. With nearly 20 years of experience, we are dedicated to educating and supporting our clients through market fluctuations and ensuring they are confident in their investment decisions. We believe in the long-term benefits of stock investing and offer guidance on topics such as mutual funds, active vs. passive investing, and the importance of staying focused on your financial goals. Trust Madden Funds Management to help you navigate the complexities of the financial world and secure your financial future.
First Mid Bank & Trust
First Mid Bank & Trust is a full-service banking center located at 1535 North Henderson Street in Galesburg, Illinois. The institution offers a wide range of personal and business services, including deposit services, mortgages, auto and personal loans, retirement planning, and investments. The institution is open Monday to Friday from 9:00 a.m. to 5:00 p.m. and on Saturdays from 9:00 a.m. to 12:00 p.m. Additionally, the drive-up ATM with image deposit capability, safe deposit boxes, and night deposit box are available for convenient banking services.
Michele Morgan - Wealth Management
Michele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.
Equity One Investment Fund
Equity One Investment Fund is a leading finance institution located at 80 South Main Street in Sugar Grove, Illinois, United States. With a focus on providing investment opportunities and financial solutions, Equity One Investment Fund offers a range of services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, our team of experienced professionals is dedicated to helping you make informed investment decisions. Trust Equity One Investment Fund to be your partner in financial success.
Richard A. Gartelmann Jr - Wealth Management
Richard A. Gartelmann Jr - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution managed by Senior Vice President Richard A. Gartelmann Jr. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, as well as major institutional and individual accounts. He is a Certified Financial Planner (CFP®) with a B.A. from Governor’s State University and an MBA from St. Xavier University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser, offering services in states where properly registered. All investment strategies carry risk, and there is no guarantee of profit. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the bank, and subject to potential loss.
Mike Cava, CFA CFP® - Wealth Management
Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.
Steve Meves - Wealth Management
Steve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.
Brad Johnson - Wealth Management
Brad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.
Brad Jenks | Star Capital Management - 401k Rollovers
Brad Jenks | Star Capital Management specializes in helping individuals with their 401k rollovers. Located at 4445 Old Grand Avenue in Gurnee, Illinois, this finance institution offers expert guidance and personalized strategies to maximize your retirement savings. Whether you are changing jobs or retiring, Brad Jenks can assist you in rolling over your 401k seamlessly. Trust in their experienced team to provide you with the financial solutions you need for a secure and comfortable retirement.
Tracy L Adamczyk - Financial Advisor, Ameriprise Financial Services, LLC
Tracy L Adamczyk is a financial advisor at Ameriprise Financial Services, LLC located at 760 Village Center Drive, Burr Ridge, Illinois, United States. Tracy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracy is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Tracy specializes in asset management, estate planning, investment strategies, retirement planning, and insurance products. Tracy's expertise and commitment to excellence make her a trusted advisor in the finance industry.
Purchase Order Financing
Purchase Order Financing is a financial institution located at 203 North La Salle Street in Chicago, Illinois, United States. This institution specializes in providing financing solutions for businesses that have large purchase orders but lack the necessary capital to fulfill them. Purchase Order Financing helps businesses by providing the funds needed to pay suppliers and fulfill orders, allowing them to grow and expand their operations. With flexible terms and competitive rates, Purchase Order Financing is a trusted partner for businesses looking to secure the financing they need to succeed.
CreditNinja
CreditNinja is a leading finance institution located at 27 North Wacker Drive in Chicago, Illinois, United States. As a trusted lender, CreditNinja offers a range of financial solutions to help individuals manage their expenses and achieve their financial goals. With a focus on providing fast and reliable service, CreditNinja is dedicated to helping customers secure the funding they need quickly and efficiently. Whether you're looking for a personal loan, debt consolidation, or credit assistance, CreditNinja is here to help you navigate your financial journey with ease. Visit us today to learn more about our services and how we can support your financial needs.
12M Payday Loans
12M Payday Loans is a finance institution located at 20626 Torrence Avenue, Lynwood, Illinois, United States. If you find yourself in need of quick cash for unexpected expenses, look no further. 12M Payday Loans offers fast and reliable financial solutions for any situation. Whether you need a loan or check cashing service, we have you covered. Our high-quality service is designed to help you get the money you need quickly and efficiently. Your privacy and safety are our top priorities, so you can trust us to provide the best service possible. Our branch manager will ensure you have all the information you need when applying for a loan. We process requests quickly without compromising on quality. If you're considering a loan, be sure to ask about the required documents in advance to streamline the process. Our check cashing service allows you to cash checks in minutes, including payroll checks and tax refunds. You don't even need a bank account to use this service, making it convenient for everyone.
Decatur Earthmover Credit Union
Decatur Earthmover Credit Union, located at 2600 Dividend Drive in Decatur, Illinois, is a trusted financial institution offering a range of services including ATM access and finance options. As a part of the Moving Forward initiative in partnership with the Community Foundation of Macon County, DECU is committed to providing $1 million in funding to support the local community. One of the standout offerings at DECU is the Platinum Visa rewards card, which allows you to earn rewards on your purchases and choose the reward that best suits your needs. Additionally, DECU offers convenient checking account options to help you manage your finances and reach your goals.
Springleaf Financial
Springleaf Financial is a leading finance institution located in Chicago, Illinois, United States. They offer a wide range of financial services including personal loans, debt consolidation, and credit rebuilding. With a strong reputation for excellent customer service and competitive rates, Springleaf Financial is a trusted partner for individuals looking to achieve their financial goals. Their experienced team of professionals is dedicated to helping clients navigate the complexities of personal finance and make informed decisions. Whether you need assistance with managing debt or funding a major purchase, Springleaf Financial is committed to providing personalized solutions to meet your unique needs.
Maroon Financial Credit Union
Maroon Financial Credit Union is a trusted financial institution located at 5525 South Ellis Avenue in Chicago, Illinois. As a credit union, they offer a wide range of financial services including ATM access for convenient banking. Whether you need to deposit funds, withdraw cash, or manage your finances, Maroon Financial Credit Union is dedicated to providing exceptional service to their members. Visit them today to experience personalized and reliable financial assistance.
Iroquois Federal
Iroquois Federal is a trusted financial institution located at 201 East Cherry Street in Watseka, Illinois, United States. As a full-service bank, Iroquois Federal offers a wide range of services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds at any time. Whether you're looking to save for the future or secure a loan for a big purchase, Iroquois Federal is dedicated to helping you achieve your financial goals. Visit us today to experience our commitment to excellent customer service and financial expertise.
Casey State Bank
Casey State Bank is a trusted financial institution located at 1609 Lexington Avenue in Lawrenceville, Illinois. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and efficient. With a commitment to providing personalized customer service and competitive rates, Casey State Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.
Credit Union 1
Credit Union 1 is a trusted financial institution located at 200 East Champaign Avenue in Rantoul, Illinois, United States. As a credit union, we offer a wide range of financial services including savings accounts, loans, and credit cards. Our convenient ATM services make accessing your funds easy and hassle-free. With a commitment to excellent customer service and competitive rates, Credit Union 1 is dedicated to helping our members achieve their financial goals.
MB Financial Bank
MB Financial Bank is a trusted financial institution located at 3030 East 92nd Street in Chicago, Illinois. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to providing personalized customer service and innovative financial solutions, MB Financial Bank is dedicated to helping individuals and businesses achieve their financial goals.
Hyde Park Bank
Hyde Park Bank is a trusted financial institution located at 1311 East 57th Street in Chicago, Illinois. As a full-service bank, Hyde Park Bank offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Known for their personalized customer service and commitment to the community, Hyde Park Bank is a go-to destination for all your banking needs in the Hyde Park area.
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