$100MM AUM | $950,000 GDC in
Arlington Hts, IL
We are full service financial and insurance advisory firm. We do financial planning and all that it entails, 401K's, group benefits, ancillary lines, home and auto, Medicare, and individual medical. There are 14 full time brokers and advisors with 6 full time service staff members. We each have our own specialties and cross sell to help grow our business as a whole. We believe we are the consumers advocates and pride ourselves on our strong client relations. We are looking to expand our operations, we are looking for opportunities to do so with either acquisitions or mergers.