Northwestern Mutual - Downers Grove

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

ENK Financial

ENK Financial is dedicated to helping our clients with their tax preparation while providing valuable and insightful guidance for their future financial planning. We also offer accounting services and business consulting to individuals and businesses of all sizes. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Health Insurance Services

At Health Insurance Services, we are dedicated to helping clients with their health insurance needs. We specialize in providing individuals and small businesses with plans, both in and out of the exchange, that are tailored to their specific needs. Our knowledgeable agents are experienced in the field and can help you find a plan that is right for you. Additionally, we offer life insurance, annuities, and retirement planning services to ensure your future financial security.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.

Kramer Injury Law - Personal injury, Lawyer in the most complex personal injury claims

Mr. Kramer understands an injury can drive a wrecking ball through your financial security, Causing the inability to afford excessive medical expenses, rent, mortgage payments, and future financial planning. You simply cannot find a more passionate personal injury attorney experienced in the most difficult injury litigation. Oftentimes clients seek Mr. Kramer's services after experiencing the worst event of their life. Mr. Kramer works tirelessly so that you can focus on recovery instead of worrying how to make ends meet. As evidence of how seriously he takes this responsibility, he has helped previous clients obtain millions in compensation. Mr. Kramer spent several years at other litigation leadership firms successfully representing clients across the country.

AATC

We service individual financial needs ranging from preparing individual taxes to financial planning.   We also specializes in small to medium businesses and startups. We help the development of businesses regardless what stage it may be at. From starting a brand new business to growing an established business. Our services include: * Accounting * Advisory * Consulting * Business Taxes * Income Taxes * Notary * Bookkeeping * Business Planning * Financial Planning. Our tax preparation services are second to none. We comb through your return thoroughly as we prepare it. When preparing individual tax return we ask all the questions so your taxes can be minimized and your refund maximized. When we prepare business taxes we make sure to see if you qualify for any credits and get every deduction your entitled to. We also provide tax planning so you can find out how to qualify for certain credits or deductions for future tax preparation sessions.   With us you get a complete and thorough tax prep

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Andrew Clyne, LUTCF - Aggregate Wealth Management

A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Ashraf Gerges - COUNTRY Financial representative

As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

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.

Crossroads Planning

At Crossroads Planning, our mission is to ensure that our clients make the best financial decisions for their lives. We provide innovative and creative financial planning solutions to help lower our clients' tax liability and optimize their finances. Our highly experienced team of professionals ensures that our clients receive the best possible care and service. We strive to go above and beyond in providing our individual and small business clients with a tailored financial plan and advice that suits their needs and helps them achieve their financial goals. Our experience allows us to anticipate potential risks, provide solutions and bring clarity to complicated matters. We are committed to helping our clients build a secure financial future by making informed decisions.