PHP Agency

Allstate Insurance : Roger Francis

Our family has had a long-standing relationship with Allstate for many years. We are proud to offer quality, service-oriented insurance options for our customers. We strive to make them feel like family when they come to us for their needs. At Allstate, there is a wide selection of products and services that our customers can choose from. From homes to auto to boats, we can provide insurance coverage for your valuable assets. In addition to insurance protection, we can also provide products designed to help you secure your financial future. Whether it's planning for retirement or saving for your children's education, we understand the importance of considering your long-term security. We want to help you protect what you have now and prepare for the future. Our team is dedicated to helping you reach your financial goals. For a personalized quote today, contact our agency and get a great rate in just a call or click away!

Allstate Insurance Agent: Takiyah Bryant

Our family has been helping people with their insurance needs for many years. We are a quality, service-oriented agency that values our customers and strive to make them feel like part of the family. Working with Allstate provides me with the opportunity to offer a variety of solutions that can be tailored to meet the individual needs of my clients. Whether it's home, auto or boat insurance, I am here to help you understand your options and determine the best financial solutions for you and your family. This includes saving for your children's education, retirement plans, annuities, IRAs, life insurance and more. As your Allstate Insurance Agent: Takiyah Bryant, I am committed to helping you review and understand your insurance and financial needs as they evolve. I am available to answer any questions you may have and provide ongoing service and support. Contact me today to get a quick, personalized insurance quote. A great rate is just a call or click away.

First Mutual Realty Group

At First Mutual Realty Group, we believe in the power of home ownership to create financial security for families. Our team is dedicated to helping our clients get the most value from their investments. We handle each transaction with care and work hard to negotiate the best possible terms for our clients. Our experienced team is available to answer any questions you may have throughout the process of buying or selling a home.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.

Nelson Chartered

Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation. We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns. Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.

First Financial Credit Union

At First Financial Credit Union, we provide financial services for you and your family. As a cooperative, members are part owners and benefit from lower loan rates and fees, as well as higher savings rates since profits are given back to them instead of shareholders or management. Members also have a voice in the products and services offered by the credit union. For starters, our free checking accounts come with overdraft options like free transfers from a savings account or low-rate line of credit, and there are no minimum balance or usage requirements. We also offer youth accounts, retirement accounts, mortgages, alternatives to payday loans, auto loans, and low-rate credit cards. We understand that some members may not have any credit history or are trying to rebuild their credit score. We offer reasonable options for those individuals as well. So don't worry if you're young, a new citizen, or starting over with credit - we have plenty of options available.

Old Second National Bank - Downers Grove - Finley Branch

Old Second National Bank has been providing financial services for families and businesses in the communities it serves since 1871. Our business division offers locally-made decisions, powerful credit options, and cutting-edge treasury and digital solutions. We also have a variety of deposit and loan products, debit cards, and online banking services for individuals. Our mortgage products cater to both first-time and experienced buyers, while our Wealth Management team provides retirement, investment, and trust solutions. We are dedicated to being a leader in the community, taking part in numerous events and having many of our employees as members of local non-profits. Our familiarity with the area has enabled us to better understand the local financial needs. At Old Second National Bank, we are an Equal Opportunity Employer and all qualified applicants will be considered for employment without consideration of race, color, religion, sex, or national origin. If you are interested in learning more about Old Second National Bank - Downers Grove - Finley Branch, please visit our website for lobby and drive-thru access and COVID-related information.

The Mortgage Professional

Making an important financial decision such as a mortgage needs to be about what is best for you. That is why it is important to have someone on your side who can make sure that the process runs smoothly and that all of your needs are taken into account. The Mortgage Professional will provide you with assistance throughout the entire process, from the first meeting to the last payment, ensuring that everything is organized and tailored to your individual needs. The Mortgage Professional team is dedicated to helping you make the right decisions when it comes to buying, remodeling, paying bills, financing education, and setting up retirement plans. With their expertise and experience, they can help you become a home-owning genius and give you the confidence you need to make the best financial decisions for you and your family.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.

Law Offices of Kelley A Joseph

For the last 12 years, our boutique law firm, led by Ms. Kelley A. Joseph, Esq., has offered legal services related to marital and family law in Florida. This includes divorce, paternity, custody/parenting plans, alimony, and equitable distribution. We cover both high-asset, net-worth complex financial cases, as well as simpler uncontested ones. Our aim is to provide our clients with solutions that are tailored to their individual needs, while minimizing the stress and time of the process. Ms. Joseph has extensive experience in dealing with divorce and paternity for families with special needs children, as she is a parent of a son with unique needs herself. She is also certified by the Florida Supreme Court as a Family Court Guardian Ad Litem, which gives her a unique perspective on cases. For over 25 years, she has been litigating in South Florida. At the Law Offices of Kelley A Joseph, we strive to provide our clients with all the possible options, and can discuss creative legal solutions that best serve your family. We offer free consultation if you retain us.

Integral Consulting

Integral Consulting is an A+ rated, fully insured and Better Business Bureau accredited company that specializes in helping small to mid-size businesses streamline their processes, reduce risks, and increase profitability. Our team of Quickbooks Certified Advanced ProAdvisors are experienced in bookkeeping services, such as payroll, accounts payable/receivable, job costing/profitability. Additionally, we provide IT Management services such as remote monitoring of hardware assets, anti-malware and virus removal, onsite management of workstation and server software/hardware, data backup, and remote assistance. To help ensure the success of our clients, we also offer free financial education for existing customers. Visit our website today to schedule a free consultation! 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.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

PHP Agency

PHP Agency specializes in providing financial education to families, business owners, and individuals. Our goal is to help people better understand how money works and how to gain financial success. We also offer a great part-time opportunity for those looking to make more money, save more money, and make a positive impact in their community. 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.

SFI Snarr Financial & Insurance Services

At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in the Bay Area. Our team of experts work with top lawyers to ensure our clients get the best legal advice and services tailored to their needs. We assist with life insurance, disability insurance, mortgage protection insurance, key person life insurance, group life insurance and more. In addition, we also offer reviews, quotes and advice on annuities, 403(b)s, IRAs, Roth IRAs, SEP IRAs and other long-term care options. Our experienced professionals have expertise in life insurance planning and advising, allowing us to provide superior service to our clients. 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.