Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

Prizm Financial Advisors is a comprehensive financial services firm dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process, entitled Comprehensive Financial Solutions, that successfully eliminates fear, anxiety, and hassle pertaining to your financial affairs. We offer a one-source solution for the management, growth, and preservation of your wealth. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service. As independent financial advisors, there are no "standard" products that we promote. Rather, our solutions reflect a thoughtful response to key issues affecting the management of your financial affairs. Areas of practice include retirement planning, education planning, full service brokerage services, customized portfolio management, and all insurance-related planning issues.

Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.

RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.

Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.

An independent wealth management firm, Fiduciary Financial Partners provides individual investors and retirement plan sponsors with unbiased fiduciary financial advice. FFP was founded by three fiduciaries to serve a single mission – partner with clients to manage financial plans that place their objectives first. Unlike the “financial advice” from registered representatives of big banks, the registered investment advisors of FFP are legally obligated to provide fiduciary financial advice that puts client interests first. FFP provides four services: - Fiduciary financial planning - Portfolio Management - Risk Management - Retirement Plan Advisory To help clients translate the latest financial news to their unique situation and make more educated decisions FFP University covers key financial topics in several types of research publications – from newsletters to podcasts and webinars. Learn what it’s like to work with Fiduciary Financial Partners. Contact us at 630.780.1534. Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This page is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fiduciary Financial Partners, LLC unless a client service agreement is in place.

Licensed Life and Health Insurance agent in the state of Illinois. Financial paraplanner and assistant to CFP®. Additionally, I currently pursing my own future CFP® license and enrolled at the College for Financial Planning.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

Edge Financial Advisors, LLC is an independent Registered Investment Advisor with over $300,000,000 of Assets Under Management. Edge specializes in investment strategies for individuals, families, and institutions. Our mission is to build long-term, trust-based relationships with our clients by providing comprehensive financial plans and efficient investment management.

Paulson Wealth Management is a registered investment advisory firm that specializes in providing financial planning, investment management, and wealth transfer planning services for institutions, individuals, and their families. The overriding mission of Paulson Wealth Management is to build long lasting relationships with our Clients and their families, focusing on stewardship rather than salesmanship, helping them to grow, manage, and transfer their wealth.

•Sell healthcare insurance products to individuals and small businesses using consultative selling techniques. •Identify prospective customers using established lead methods. •Counsel and advise prospects and policyholders on matters of protection and coverage. •Develop and maintain business relationships with policyholders and within community. •Make group presentations to decision-makers in organizations. •Service and maintain renewal policies.

TWG Wealth Planning is a Financial Planning and Investment Services firm. Our experienced team of professionals uses The Together We Grow Process to help clients identify their most important financial goals. By integrating technology into the planning process, the TWG Team helps clients develop a comprehensive financial plan tailored towards their needs. Securities offered through LPL Financial. Member SIPC, www.sipc.org. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and TWG Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states which we are registered to do business, please visit www.twgwealthpartners.com.