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We met with Pat this morning, and he finished our taxes this evening! We felt very comfortable with Pat, and it was obvious he know his stuff. We will definately use Cambridge Financial Services again!
Cortlon was a pleasure to meet with and I am looking forward to a long-term relationship as his client. It is evident that he has a wealth of financial knowledge and I am happy to have him as my financial advisor.
Retirement always seemed like a lofty goal for me. I thought I would be one of those people that had to work until they were 80 not because I wanted to but because I couldn't afford not to. Bryan helped me see that not only is retirement possible, but that with the right plan I could even retire sooner than I thought. Letting someone help with your finances can be scary and overwhelming but with the right advisor it doesn't have to be. I highly recommend anyone that wants to achieve financial security contact Bryan.
Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.
Justin has helped me make financial decisions that will make a positive impact now and in the future. I recommend his services if you are interested in investments and savings.
Alamo Insurance & Financial Service provides quality insurance of auto, commercial, property, health, life, and contractors. When you're in need of quality insurance, you need to look no further than Alamo Insurance. Call, or stop in to get a great quote for your insurance needs.
I perform various financial services. Additional misc talents include personal shopping, Internet research, and customer service.
There are a lot of financial service providers out there these days. The way I bring value to my clients is by listening as much as (or more than) I speak, being available to address questions and concerns seven days a week and making folks feel like they're people and not account numbers.
Our services involve helping families plan for college for all of their children without leaving the parents without the ability to retire comfortably. We help position students to get into the college of their dreams. Then our job is to assist the families in being able to pay for their students' college education. This process involves a comprehensive financial review, insurance review, and estate planning review to ensure that all of the pieces of the college funding puzzle work in harmony for the family. One of our student's parents wrote this, "I want to thank you so much for all of your help and guidance in the college search and application process. I don't believe that Catherine would be attending USC if it hadn't been for your guidance and advice. She is so thrilled to be heading to California for college! Thanks again for all of your help. We really do appreciate it!"
I work with a variety of individuals and families, including recipients of sudden wealth. I provide comprehensive goal-based financial planning services, including retirement, investment, insurance, and estate planning. I am a fee-only financial planner and wealth manager. This means that I only get paid directly by my clients, not any other third parties. I am able to make objective recommendations and, as a fiduciary, I work only in my clients' best interest. My goal is to understand my clients at a deep level, which enables me to build and implement a financial planning strategy that allows them to achieve their specific short and long term goals.
We educate families and business owners of the financial fundamentals and develop and implement practical plans based on these fundamentals. We leverage the expertise of our strategic partners to deliver the best services possible to our clients.
We specialize in helping small businesses with all their accounting needs at an affordable rate. Including, but not limited to, bookkeeping, sales and payroll returns and income tax preparation. We can provide personal tax preparation as well.
We offer a straightforward fee. BFM never accepts third-party commissions, as that would compromise the integrity of our advice. BFM has a flat-retainer fee structure (typically $200-$500 per month). There are no account-size minimum. We are not brokers. We are an independent firm, not pushing banks/insurance financial products. You can keep control on your accounts. We can meet in person or by phone/Skype. The founder has more than 20 years of true investing (not financial sales) experience.
Services we offer are: - Accounting and financial analysis services for clients ranging from small business entrepreneurs to Fortune 100 multinationals - Cloud based accounting system development and maintenance across various software platforms - Business and personal tax filings preparation for small businesses - Tax and financial planning consultation for emerging and developing enterprises
Buy term and sell the difference! Our coined term to recommend our firm and proven investment belief system of keeping your insurance plans and financial investments separate.
We help our clients save money, make money and get out of debt!
Helping clients achieve financial security. We offer various insurance and retirement plans to help you meet your goals.
I am a broker whom can provide you a variety of good companies, not just one brand, which may be A+ rated, just like many of mine.
Leonson Financial Services LLC is an accounting, auditing and tax firm that focuses on adding value to businesses, organizations and individuals. Our services include tax and accounting services across a broad range of clients in the Chicago area and beyond. In brief, you should know the following about us: Our specialty is providing top-tier income tax and accounting services in Rockford and Chicago, Illinois. Our main office is located in the Rogers Park neighborhood of Chicago. We also operate a "mobile office," which means that we can also come to you to perform our services. Our client base includes clients in various neighborhoods and suburbs. We have performed tax preparation services for clients in the following areas: - Evanston - Edgewater - Andersonville - Uptown - Lincoln Park - Lakeview - Niles - Park Ridge and other areas of Chicago and the surrounding suburbs If you are not familiar with our company and your first contact with us is online, we would be pleased to hear from you! For any questions concerning the site or the services offered, please contact us by filling out the form on our "Contact" page. Our regular customers particularly value our attention to client detail, and the value we place on our client relationships. Please contact us today to set up an appointment! Leonson Financial Services LLC P.O. Box 06262 Chicago, IL 60606 U.S.A.
Serving Elmhurst, IL and outlying areas, Laura Pesek and associate are offering the following services not limited to: Investments, Financial Advisor, Disability Insurance, Life Insurance and Retirement Planning.
Tax Management, Insurance, Estate Planning, Retirement