Insurance & Wealth Management | Chicago North Shore Moms

Insurance & Wealth Management

Insurance

The Insurance People

Alexandra Eidenberg

5225 Old Orchard Rd., Suite 8

Skokie, IL 60077

P: 773-697-8082

F: 312-268-5330

E: [email protected]

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

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

[email protected]

 

Jerry S. Pearlstein Insurance, Ltd.

Rebecca & Jerry Pearlstein

900 Skokie Blvd, Ste. 105

Northbrook, IL 60062

847.362.8888

[email protected]

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

[email protected]

Family Wealth Planning | Retirement and Income Distribution Planning | Tax Reduction Planning | Investment Services | Business Succession Planning | Executive Compensation Planning | Employee Benefit Planning

Wealth Management

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


Karchmar Group
Tania Morgan, Client Relations Manager
[email protected]
224-326-2142
666 Dundee Road, Suite 1901, Northbrook


Mosaic FI
Jenifer Aronson
250 Parkway Drive, Suite 150
Lincolnshire, Illinois 60069
Phone: (773) 425-6790
E-mail: [email protected]


Personal Finance Concierge
Tanya Paler
personalfinanceconcierge@gmail.com
608-219-1950

Home Financing

Jo Ann Theriault-Fazio & Sam Fazio Team with ProperRate.com

This duo is the sponsor of the 2022 North Shore Summer Camp Guide.

Jo Ann Theriault-Fazio – (847) 972-5704, [email protected]

Sam Fazio – (847) 972-5705, [email protected]


Shelley Malkin VP of Lending CrossCountry Mortgage

*Shelley Malkin is the official sponsor of the 2021 North Shore Holiday Shopping Guide! Thank you, Shelley!

2936 West Belmont Ave

Chicago, IL 60618

(773) 413-6246

[email protected]

Instagram


Blueleaf Lending

Six convenient Chicagoland locations

Betsy Hohman, NMLS ID: 680727

Vice President of Mortgage Lending

[email protected]

Skokie office: 224-935-4871

Is there an insurance broker or wealth management advisor we should know about?

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