ShankerValleau

Skokie, IL Company Opening
(847) 475-2900
(847) 475-2900
5215 Old Orchard Rd Ste 850, Skokie, IL 60077

5215 Old Orchard Rd Ste 850, Skokie, IL 60077

Photos

1
Photo of ShankerValleau

About the Business

At ShankerValleau, we believe in providing a comprehensive approach to personal wealth management and acting as a Financial Quarterback for our clients. Our goal is to protect and cultivate existing wealth through global portfolio diversification, financial planning advice, and tax planning. As an independent, fee-only advisor, we are able to provide impartial and objective advice. We also offer year end planning so our clients can be prepared for when they receive their tax returns. Our team is highly trained and experienced in managing personal wealth, allowing us to provide the best service possible.

You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Reviews (0)

Click to Rate

Publisher Info

  • Our firm consists of an integrated group of highly-trained professionals who perform their services through two companies: ShankerValleau Accountants, Inc. ('SV Accountants') and ShankerValleau Wealth Advisors, Inc ('SV Wealth'). SV Accountants was organized in 1985 and had focused on helping creative entrepreneurs with the protection of their wealth through the provision of tax planning and preparation services. SV Wealth was organized in 1992 and is a registered investment advisor with the U.S. Securities and Exchange Commission. SV Wealth was organized after we discovered that clients were searching for a single trusted professional to assist with all financially related issues.
  • (847) 475-2900
  • 5215 Old Orchard Rd Ste 850, Skokie, IL 60077
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
Photos
0 / 0