Insurance & Wealth Management
You’ve found Chicago North Shore Moms list of local insurance brokers and wealth managers. Browse away!
Insurance
Alexandra Eidenberg
5225 Old Orchard Rd., Suite 8
Skokie, IL 60077
P: 773-697-8082
F: 312-268-5330
Small Group Health Insurance | Individual Health Insurance | Workers Compensation | Business | Auto | Home
Alexandra is a local mom of four littles and a super hard worker. She’s smart as a tack!
Fortress Life Solutions strives to provide health, life and saving plans for businesses and families. We provide products and services that help you and your employees have a healthier and financially stable home.
Angela Long, Broker Partner
224-243-4467
Jerry S. Pearlstein Insurance, Ltd.
Rebecca & Jerry Pearlstein
900 Skokie Blvd, Ste. 105
Northbrook, IL 60062
847.362.8888
Health Insurance | Cobra benefits
Call them if you’re confused about your healthcare coverage or Cobra benefits – they are the nicest people and will walk you through it.
The Planning Group Wealth Management
Paul Shuman
465 Central Ave., Ste 201
Northfield, IL 60093
Office: (847) 441-9400
Family Wealth Planning | Retirement and Income Distribution Planning | Tax Reduction Planning | Investment Services | Business Succession Planning | Executive Compensation Planning | Employee Benefit Planning
Continuous personalized service for all your insurance needs.
Health insurance: Individuals under 65, On & Off Marketplace
Medicare: Life, Long Term Care & Dental
Elana Hokin Cepa
707 Skokie Blvd. #520, Northbrook, IL 60062
847-943-3797
The Viti Companies – Insurance | Financial
Founded in 1938, The Viti Companies is a third-generation, family-owned insurance broker that can shop for the best coverage options, writing insurance in most states. Our comprehensive offerings include:
- Employee and Executive Benefits: Medical, Dental, Vision, Disability, Life Insurance, Supplemental Gap plans.
- Commercial Insurance: General Liability, Property, Worker’s Compensation, Liquor Liability, Cyber Liability, Directors & Officers Liability, Professional Liability (E&O)
- Personal Insurance: Homeowner’s, Auto, Umbrella, Boat, and Motorcycle Insurance
We offer a complimentary review to support your insurance and financial needs. For personalized assistance, please contact Anna Maria Viti Welch at [email protected] or Ester Viti at [email protected], or call us at 847-432-1000. Let The Viti Companies be your trusted partner.
Wealth Management
Gifford Law
Mary Gregory Gifford
Estate plans designed for every family, no matter your financial status.
580 N. Bank Lane, Suite 101
Lake Forest, IL 60045
Phone: (847) 457-1285
E-mail: [email protected]
Check out Mary’s Meet a Mom feature with Chicago North Shore Moms!
SJ Rose Book Keeping
[email protected]
847-212-1797
https://www.linkedin.com/in/susanenewman/
Check out Susie’s Meet a Mom feature with Chicago North Shore Moms!
The Planning Group Wealth Management
Paul Shuman
465 Central Ave., Ste 201
Northfield, IL 60093
Office: (847) 441-9400
[email protected]
Family Wealth Planning | Retirement and Income Distribution Planning | Tax Reduction Planning | Investment Services | Business Succession Planning | Executive Compensation Planning | Employee Benefit Planning
Rosenthal Nimrod Kassner Cohen Group
Sharon Cohen, CDFA, CRPC
Merrill (A Bank of America Company)
Vice President, Senior Financial Advisor
1033 Skokie Boulevard, Suite 500
Northbrook, IL 60062
(847) 564-7155
[email protected]
CC Chia, AAMS, CFP, CPFA, CRPC
Merrill (A Bank of America Company)
Assistant VP, Merrill Financial Solutions Advisor
1921 St. Johns Ave. IL4-245-02-02
Highland Park, IL 60035
847-780-0508
[email protected]
Infinity Strategic Partners
Wealth accumulation strategies, investment and asset management, insurance, retirement savings and distribution, education funding and distribution, tax efficiency strategies, wealth transfer and estate planning, protective strategies, divorce support.
Eleni Patel, CPA
Financial Advisor
500 Skokie Blvd., Suite 370
Northbrook, IL 60062
847-558_6119
[email protected]
Mosaic FI
Jenifer Aronson
250 Parkway Drive, Suite 150
Lincolnshire, Illinois 60069
Phone: (773) 425-6790
E-mail: [email protected]
Family Law and Estate Planning Councel
484 Central Ave, Ste 200
Highland Park, IL 60035
Phone: 847-433-9400
E-mail: [email protected]
Education in Wealth Management
Purse Strings
“We cut through the noise and provide financial professionals who will work alongside you to make financial decisions with confidence and ease.”
[email protected]
Home Financing
Shelley Malkin VP of Lending CrossCountry Mortgage
*Shelley Malkin is the official sponsor of the North Shore Holiday Guide! Thank you, Shelley!
2936 West Belmont Ave
Chicago, IL 60618
(773) 413-6246
[email protected]
Instagram
A&N Mortgage (women owned)
1945 N. Elston Ave
Chicago, Illinois. 60642
773-305-LOAN
NMLS No. 19291
Instagram
Blueleaf Lending
Six convenient Chicagoland locations
Betsy Hohman, NMLS ID: 680727
Vice President of Mortgage Lending
[email protected]
Skokie office: 224-935-4871
Jo Ann Theriault-Fazio & Sam Fazio Team with ProperRate.com
Jo Ann Theriault-Fazio – (847) 972-5704, [email protected]
Sam Fazio – (847) 972-5705, [email protected]
