Edward Jones - Financial Advisor: Jacqui Ortmeier

Financial Groove

Financial Groove is a specialized accounting firm that provides tailored financial assistance to entrepreneurs, small businesses, and self-employed professionals in the arts and entertainment industry. Our goal is to help our clients achieve financial success by providing bookkeeping services, tax preparation, business coaching, money saving management, and business formation and startup advice. At Financial Groove, we understand the importance of combining creativity and business. Our team of experienced professionals works to provide our clients with comprehensive financial guidance and support that will help them progress their craft and advance their careers. We ensure that our clients' financial and tax situations are managed properly and that they have access to the best systems and records to make their business more efficient.

Scott Tucker Solutions

Since 1998, Scott Tucker Solutions has been providing financial guidance and support to those living in the Chicagoland area. We work with people from Park Ridge, Des Plaines, northwest Chicago, and the surrounding suburbs to help them reach their financial objectives. Our team of experts is here to provide assistance when it comes to any of your financial worries. We understand that financial issues can be complicated and intimidating, so we strive to make the process as simple and straightforward as possible for our clients. With years of experience in the industry, we are confident that we can provide you with the best advice and strategies to help you succeed. Whether you need help with budgeting, investing, debt management, or other financial matters, we are here to help.

Wealth Analytics

At Wealth Analytics, we assist individuals to create a retirement customized to their needs. This includes understanding their financial situation, taking into account their income, expenses, and investments. It also involves working on a plan which will ensure that the money lasts. Reinventing retirement is about more than financials. It's about creating an enjoyable life, one that is full of activities that bring joy and fulfillment. To do this, you need professional advice and analysis that can help you build a better future. Wealth Analytics is an independent financial advisor firm that provides guidance and support as you redesign your life. We are fiduciary advisors, which means we do not represent any brokerage firms, banks or insurance companies. We don't sell products. Our goal is to help you create a life you are passionate about.

Branch Financial

Are you feeling overwhelmed by the task of filing taxes? Branch Financial, LLC is here to help. Our team of experienced professionals are dedicated to providing high quality, cost-effective services that can help reduce your tax burden and minimize the time spent on dealing with tax and accounting issues. Located locally, our business is committed to providing customers with top-notch service. At Branch Financial, LLC, we strive to provide our clients with comprehensive services. Our staff has the knowledge and expertise to assist you with filing taxes, setting up a budget, and managing accounting and financial matters. We also offer guidance and support in developing strategies to reduce taxes and maximize savings. With our assistance, we aim to make the process of filing taxes as stress free as possible.

Cornerstone Financial Consultants

At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.

Warren and Migliaccio, LLP

Warren and Migliaccio, LLP is a law firm consisting of attorneys Gary Warren, Christopher Migliaccio, Ryan Bauerle, and Elizabeth Doss. The core philosophy of the firm is to ensure their clients are taking personal responsibility and accountability in order to effectively plan for the future or address any family legal matters. Gary Warren is a native Texan and provides clients with expertise in family law such as divorce, child support and custody, grandparents' rights, adoptions and prenuptial agreements. Christopher Migliaccio, also from Texas, assists clients with financial matters including Chapter 7 and 13 bankruptcies and credit card debt relief. The team at Warren and Migliaccio will provide professional guidance and support throughout the legal process. They strive to reduce stress and frustration and offer calm and reassuring advice.

MainStreet Financial Planning - Washington

MainStreet Financial Planning - Washington is dedicated to helping individuals make smart financial decisions. We provide guidance and support, but do not sell or manage any financial products. Our mission is to assist you in reaching your financial goals! 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.

LPL Financial

At LPL Financial, we offer a unique wealth and investment management experience. Our goal is to provide clients with the tools and education they need to manage their assets and work towards financial independence. We work with individuals and families at every stage of their financial journey, so everyone can achieve their goals. Our team utilizes a holistic approach to investments and financial planning, enabling our clients to accumulate substantial wealth over time. Additionally, we are committed to upholding the highest level of ethical standards and personal service. We specialize in offering a wide range of services, such as recommending suitable investments based on our research, and helping clients gain an understanding of personal finance. Our mission is to ensure our clients are provided with the guidance and support needed to make smart financial decisions. We are committed to helping our clients achieve their financial goals.