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    Jordan Financial Life Planning

    1.9 Miles

    (262) 656-1141

    6123 Green Bay Rd Ste 260, Kenosha, WI 53142

    Products: Hourly Consulting, Contract Projects, Retainer Services, Assets Under Management
    Services: Retirement And College Planning, Rollovers, Investment Management

      Farmers Insurance Group

      21.2 Miles

      (847) 295-0330

      8 N Skokie Highway Ste 206, Lake Bluff, IL 60044

        R.w. Stanley Investment Planning

        24.0 Miles

        (847) 816-0170

        1580 S Milwaukee Ave, Libertyville, IL 60048

        Products: Fee Only Advisor
        Services: Financial Planning And Investment Advice.

        Description

        Financial planning and investment management services for individuals and small business. Non-sales model; fee-for-service. Certified.


        Phone Numbers

        main: (262) 656-1141

        fax: (262) 656-1144

        Services
        retirement and college planning, rollovers, investment management
        Products
        Hourly consulting, contract projects, retainer services, assets under management
        Brands
        Schwab Institutional is our custodian
        Year Established:
        2005
        Languages Spoken:
        English
        Specialties:
        retirement accumulation and distribution strategies
        Business Association:
        Financial Planning Association

        Nearby Kenosha


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