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Browse these financial planners with great ratings from Thumbtack customers in Tinley Park.
I have had the distinct privilege of meeting with Jim and discussing my thoughts and plans for my financial future. He is and has always been a great pleasure to meet with and is a very knowledgable individual and not cold and intimidating like other financial planners I've met with in the past. I highly recommend Jim for all of your financial needs and questions. Mark T. Naples Florida
This is my second year filing with Larry. He clearly outlines what you need to do, he'll meet with you to talk through it or you can just email him everything. I preferred meeting in-person because I didn't understand a few requirements around my rental property. Turns out I wasn't accounting for some of my costs and he figured out why I should get back additional money. He also found a mistake in my 2014 tax return (done by somebody else) and is re-filing that return for me.
Cortlon was so helpful and so knowledgeable. He clearly loves helping people achieve their financial goals. During our consultation he brought up something that I wasn't even thinking about that will end up saving my thousands of dollars down the road. I would absolutely recommend working with him.
Bryan was exceptional at finding our needs for both our current financial situation as well as what we need for the future. He was knowledgeable about his products & made us feel very comfortable about him managing our money. He was flexible with scheduling our meeting & answered any and all questions that we had! I would recommend Bryan to anyone who wants to become more secure in their financial future.
Adam helped me get on track to reach my financial goals. He answered all my questions on a timely matter and helped me construct a custom financial plan specific to my situation. Adam is the best!
As leaders, you know firsthand that the #1 rule of personal finance, no matter your level of wealth, is to be in business with the right people. While locating your next “Financial Professional” is not easy, it is worth it... to you personally, your family, and your bottom line. That’s why I am extremely privileged to be writing this letter to recommend Celeste Bermejo as your next Financial Service Professional. Celeste is an extremely talented individual and harmonizes the needs of her clients, yet creates the safest, most enjoyable environment while dealing with a very personable, stressful topic and that’s your money / future!!!! She commands an inspirational character and professional enthusiasm that you’ll find sincere, honest, straight forward, refreshing and energizing. Celeste develops and offers alternatives to traditional financial planning and checking methods by developing individual real life scenarios based upon your needs, thus creating them into a valuable realistic achievable goals. She is aware of the importance of ownership and accountability in her financial relationships. When you meet Celeste in person, you’ll see her role model this through her willingness to listen / collaborate her financial thinking and her strategic execution that drives results! In short Celeste will be open, honest and see you all the way to the finish line. I encourage you to spend time with Celeste and you will immediately realize she is passionate about developing a financial teamwork relationship that will last for years. Celeste has put me back on track and given me hope and realistic expectations of my financial future. Before that I felt overwhelmed and nothing but anxiety. In closing I recommend without reservation Celeste Bermejo as your next Financial Service Professional. I stand behind 100% of everything I’ve stated in this letter.
Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.
I am late 20's graduate with about 55k in total debt(school, car, etc.) and I was paying above the monthly on each loan I had, not considering each loan individually. I make about 60k per year and I thought I was effective on paying out my loans, which I quickly came to find out was not correct. Before I talked to Ryan I was at a point where I looked at the total number of which I owed, and was fully prepared to be paying loans through my 30's and potentially into my 40s, it was just something I had accepted. I had known Ryan for a number of years with being friends of their family, he's honestly one of the more intelligent people I have come across so when I found out he was going to be starting his own financial consulting company, I was immediately interested in learning more. After I provided Ryan with all of my information he was able to come back with a plan that would have me debt free in less than 5 years, which I never imagined could be the case for me. The ability to analyze my debt, figure out where I'm losing the most money to interest, and align my expenses/payments with my life goals was something I greatly appreciated and value to this day. Being able to start a family or buy a house debt free isn't something many people are able to say that can do these days, but that opportunity is now possible for me. He's diligent, organized, competitive, and more than anything a great people person who's going to give you the answers you need to hear so that you can be successful in plotting your future financial well being. I appreciate his work and his passion for wanting not only himself, but the people around him, to be successful. If you're looking for an honest person who is about building long standing relationships, give Ryan a call, you wont be disappointed!
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.
We help our clients save money, make money and get out of debt! We are committed to helping others to reach their full financial potential.
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 take pride in providing all the accounting functions for small businesses so that they focus there efforts on growing their business and making money.
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. My passion for investments started in my early teens when I visited the Paris Bourse. At the time, I was given a $2 bill and started to check its value in Francs weekly. I earned a Master in Engineering before going to business school. I also created an investment club, worked at JP MORGAN, UBS, BNP, and started to manage a fund of funds in 1995. My early work experience impressed upon me the values of excellence and integrity. After 15 years of helping friends, I created Bourbon Financial Management and decided to bring my institutional money management experience (10 years at UBS) to help families live the life they want. My goal is to give every client the best possible chance of having a successful retirement. Being competent was no longer enough, I wanted meaning. Following my interest in academic research, desire to learn and educate others, and helping communities, I became an adjunct professor, the President of UFEC, chairman of Stuart Investment, and treasurer of the South Shore Drill Team. I competed during 10 years in ski and tennis. Sports has taught me discipline, hard work, how to perform well under pressure, and how to be goal oriented which is helpful as a personal chief financial officer.
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.
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.
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.
Tax Management, Insurance, Estate Planning, Retirement Serving Wheaton, IL and outlying areas, Michael Mahoney and associates are offering the following services not limited to financial planning, insurance and investment products, retirement planning and estate planning, risk management and tax management.
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!"
Helping clients achieve financial security. We offer various insurance and retirement plans to help you meet your goals. I joined COUNTRY Financial to fulfill a valuable need in our community.
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.
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.