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TOP 30 Wellness advisor in Frankfort, IL
11 results found
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Timothy McGeorge - Financial Advisor, Ameriprise Financial Services, LLC
Timothy McGeorge is a financial advisor at Ameriprise Financial Services, LLC located at 10237 West Lincoln Highway in Frankfort, Illinois. As a part of Wojcik, Folk & McGeorge, Forbes Best-in-State Wealth Management Teams for 2023, Timothy McGeorge offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Timothy McGeorge helps clients navigate through life's financial challenges. Timothy McGeorge can only conduct securities business with residents of states in which he is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Whether you're saving for a major purchase or planning for the future, Timothy McGeorge can provide the guidance and support needed to succeed. Contact Timothy McGeorge at Ameriprise Financial Services, LLC for a consultation to discuss your financial needs and goals.
Donald Lauchlan Mackay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Donald Lauchlan Mackay is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 20646 Abbey Woods Court, Frankfort, Illinois, United States. Donald 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and various other financial planning areas. Donald is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethics and ongoing education, Donald is well-equipped to help clients navigate their financial goals and secure their financial future.
Anthony Helma
Anthony Helma is a premier health institution located at 9645 Lincolnway Lane in Frankfort, Illinois. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced healthcare professionals is committed to delivering personalized care and treatment to each patient. From routine check-ups to specialized medical treatments, Anthony Helma is here to support your health and wellness needs. Visit us today and experience the difference in healthcare excellence.
Ericka Luhn PC
Ericka Luhn PC is a reputable healthcare institution located at 20635 Abbey Woods Court in Frankfort, Illinois, United States. As a trusted doctor's office, we provide comprehensive medical services to patients of all ages. Our dedicated team of healthcare professionals is committed to delivering high-quality care in a welcoming and compassionate environment. Whether you need a routine check-up, treatment for an illness, or ongoing medical management, Ericka Luhn PC is here to help you achieve and maintain optimal health. Schedule an appointment with us today and experience personalized care that puts your well-being first.
Jennifer B. Wozny - Cornerstone Tax Service, Inc.
Jennifer B. Wozny - Cornerstone Tax Service, Inc. is a reputable accounting and finance institution located at 9645 Lincolnway Lane in Frankfort, Illinois, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or IRS representation, Jennifer B. Wozny - Cornerstone Tax Service, Inc. is dedicated to providing personalized and efficient solutions to meet your financial needs. Trust in their expertise to navigate the complexities of tax laws and regulations, ensuring your financial well-being.
Ilene Semanic - State Farm Insurance Agent
Ilene Semanic - State Farm Insurance Agent is located at 8651 West Lincoln Highway in Frankfort, Illinois. As an insurance agency, we have been proudly representing State Farm for 45 years, providing top-rated insurance services to our loyal customers. Our agency is still growing and now advising and servicing a 3rd generation of clients. We take great pride in protecting what is most important to our customers - their family and way of life. Our experienced team is dedicated to helping with all of your insurance needs, including Auto, Home, Life, Health, and Business insurance. We also offer lessons on money management for teens heading to college, as well as information on 529 education savings plans and DIY auto maintenance tips.
Lauren Caratachea
Lauren Caratachea is a healthcare institution located at 21000 South Frankfort Square Road in Frankfort, Illinois, United States. Specializing in providing high-quality health services, Lauren Caratachea offers a wide range of medical treatments and care options to meet the needs of their patients. With a team of skilled healthcare professionals, the institution is dedicated to delivering compassionate and personalized care to promote the well-being and recovery of their patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Lauren Caratachea is committed to providing exceptional healthcare services to the community.
Lionel Chavez - COUNTRY Financial Representative
Lionel Chavez - COUNTRY Financial Representative is a finance and insurance agency located at 30 Ash Street in Frankfort, Illinois, United States. As a trusted representative of COUNTRY Financial, Lionel Chavez offers a range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a commitment to providing personalized and professional service, Lionel Chavez is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Lionel Chavez - COUNTRY Financial Representative today to learn more about their services and how they can assist you with your financial needs.
Prudential Financial
Prudential Financial is a well-established finance institution located at 9645 Lincolnway Lane in Frankfort, Illinois, United States. With a strong reputation for providing reliable financial services, Prudential Financial offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, insurance options, or wealth management services, Prudential Financial has the expertise and resources to guide you towards a secure financial future. Trust in Prudential Financial to provide you with personalized financial solutions tailored to your unique needs.
Amy Lynch - Wealth Management
Amy Lynch - Wealth Management is located at 20201 LaGrange Road in Frankfort, Illinois, United States. As an Assistant Vice President and Wealth Advisor with Old Second Bank’s Wealth Management Group, Amy Lynch works closely with investment officers and wealth advisors to provide personalized investment management and financial planning services. She helps clients prepare customized comprehensive financial plans and portfolios, as well as offering administrative support. Amy Lynch holds a Bachelor of Business Administration in Finance Degree from Governors State University and is currently working towards obtaining the CFP designation to enhance her expertise in planning and investment. Old Second National Bank Frankfort is committed to meeting the 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 and operates in states where it is properly registered or exempted from registration requirements. All investment strategies involve 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 are subject to potential loss.
LaSalle St. Securities
LaSalle St. Securities is a finance and insurance agency located at 14 Hickory Street in Frankfort, Illinois, United States. Our mission is to empower independent reps and advisors by providing world-class asset management solutions. Since our founding in 1974, we have prioritized transparency, honesty, and integrity in all of our relationships. Our firm offers a full range of brokerage, advisory, and insurance products and services, rooted in Midwest values of financial strength. Representatives registered with LaSalle St. Securities, LLC. have access to a cutting-edge brokerage platform with automated workflows and superior support services. Advisors registered with LaSalle St. Investment Advisors benefit from platforms like LAMP and Fidelity Managed Account Xchange (FMAX), as well as top third-party managers. We also offer a range of fixed insurance solutions and industry-leading technology platforms for our affiliated reps and advisors. With a 95% advisor satisfaction rating and over 45 years of proven stability, we strive to create a family environment where advisors can thrive. Contact us at (630) 600-0500 to learn more about how we can support your financial success.
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