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Edward Jones

538 N Rand Rd
Lake Zurich, IL 60047 847-438-5133

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Their profit making clearly comes before yours. - Sep 26, 2018

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Edward Jones

70 Landover Pkwy #D
Hawthorn Woods, IL 60047 847-438-7577

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Ameriprise Financial

765 Ela Rd
Lake Zurich, IL 60047 847-540-8640

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Good service, lower fees than most. - Aug 24, 2016

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Berkshire Group

553 Capital Dr
Lake Zurich, IL 60047 847-540-6554

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OFM Wealth

765 Ela Rd #312
Lake Zurich, IL 60047 847-540-1569

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VERY KNOWLEDGABLE, on all different financial vehicles - Nov 17, 2017

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.