Directory for financial advisors and representatives

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Showing 136 advisor(s) and rep(s)

Joseph Albrecht

CFP®, J.D., CLU®

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Expertise: Financial Planning, Retirement Planning, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning

Languages: English

Location: Deerfield IL, 60015

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Antonio Alva

CPA, B.S., M.S.

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Expertise: Financial Planning, Life Insurance Planning, Education Funding, Business Risk Management, Retirement Planning, Disability Income Planning, Estate Planning, Employee and Executive Benefits Planning, Business Succession Planning

Languages: English, Spanish

Location: Rosemont IL, 60018

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John Baker

CFP®, CLU®

I understand that financial planning means something unique to everyone. I'll work with you to build a strategic plan for the future, complementing the good work you've already done to achieve your goals. I’m passionate about partnering with clients who love to travel and who appreciate the importance of high-quality education. Let's talk!Visit my website

Expertise: Business Risk Management, Long Term Care Planning, Investment Strategies, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Retirement Planning, Special Needs Planning, Disability Income Planning, Life Insurance Planning, Fee-Based Financial Planning

Languages: English

Location: Chicago IL, 60606

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Derek BlanchardMy team and I love helping families, individuals, and businesses develop a true comprehensive financial plan that focuses on where you're at today, where you want to go, and what's possible!Visit my website

Expertise: Wealth Management, Investment Strategies, Life Insurance Planning, Private Client Services

Languages: English

Location: Oak Brook IL, 60523

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Courtney Blenner

J.D., CLU®

Financial planning doesn’t need to be stressful, boring, or hard to understand. I am passionate about helping my clients achieve their financial goals in a motivating, intelligible and transparent environment.Visit my website

Expertise: Financial Planning, Estate Planning, Wealth Management, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Business Continuation Planning, Business Succession Planning

Languages: English

Location: Chicago IL, 60606

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Dario BolañosVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English, Spanish

Location: Chicago IL, 60606

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Steven Braun

CLU®

I began with Northwestern Mutual-Chicago over three decades ago and have built a thriving insurance and comprehensive wealth management practice. Clients value my ability to identify financial goals and recommend trusted colleagues with specialized expertise to help make those goals attainable. I bring to you my own team, plus a network of local and national experts; delivering on our promises.Visit my website

Expertise: Retirement Income Planning, Financial Planning, Estate Planning, Long Term Care Planning, Investment Strategies

Languages: English

Location: Northbrook IL, 60062

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Kendall BregenzerVisit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Employee and Executive Benefits Planning, Retirement Income Planning, Business Risk Management

Languages: English

Location: Chicago IL, 60606

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