Umpqua Bank

Davie Financial Services

At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Devon Financial Services

Devon Financial Services is committed to helping the Chicagoland community with a wide range of financial services. We specialize in providing customers with quick and easy access to Personal Loans, Installment Loans and Loans Near Me. Our team works hard to ensure our customers receive funds up to $2,500 with minimal effort. We strive to be a reliable and responsible source for our clients' financial needs. At Devon Financial Services, we understand that life can often be unpredictable, which is why we offer personal loans near me as well as installment loans near me. We provide our customers with the convenience of fast cash solutions to fit their needs. Our experienced team is dedicated to helping you find the best loan option for your specific scenario.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

MDS Financial Services

MDS Financial Services Inc is a full-service accounting and tax preparation business based in the Chicago land area. Our team of tax professionals understand the importance of taking the lead when it comes to your finances. We are committed to providing quality, reliable and prompt services in a professional manner. We offer a range of services to the general public and small businesses, including payroll taxes, P&L statements, tax returns, consulting, corporate and business partnership taxation, and accounting services. Our flexible schedule and competitive rates make us stand out among other companies. On top of that, we provide a direct and personable approach in understanding your taxes tailored to your specific needs. Our team of experienced accountants are ready to provide you with the honest financial advice you need and deserve. Get in touch with us today to find out more.

Quality & Superior Financial Services

At Quality & Superior Financial Services (Q&S), we are a boutique Tax and Debt Solutions Firm that focuses on providing top-notch services to busy families and small business owners. We pride ourselves on providing quality, personalized service and building long-term relationships with our clients. Our team of professionals is dedicated to delivering the best possible solutions and results for our customers. Our services include tax and debt solutions, such as preparation and filing of tax returns, tax planning, debt resolution, and financial planning. We also offer remote services to accommodate the needs of our clients, helping them save time and money. Our commitment to excellence ensures our clients receive the best possible advice and guidance as they move forward with their financial goals.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.