Know Your Financial Landscape Understanding and managing finances is crucial for everyone. How you can save more, spend wisely, and afford your life goals? Life is about you having the confidence and knowledge to make informed decisions. Where do you get your financial education with practical tips and tailored advice? At Mendel Money we believe that true financial health begins with a deep understanding of your unique financial landscape. Our mission is to empower YOU at the intersection of your money and your life – where you need it the most. https://www.mendelmoney.com/disclaimer/

Made markets in Amazon and Baidu using analytical tools developed in-house.

Seasoned business administrator providing strong customer service and project management support cross departmentally with Operations, Financial Planning, and Marketing. Operational focus providing efficiency enhancement initiatives for the company. Seamlessly maintains heavy schedule management in Outlook for multiple advisors, constructs organization books for new client accounts, ordering and inventory, coordinates facilities management, accounts payable/receivable, maintains confidentiality of client records, updates correspondence logs in accordance with compliance regulations, check processing, investment scheduling coordination, trade reconciliation, constructs summary of holdings reports quarterly/annually, generates quarterly billing statements with QuickBooks, website content management, and assists with lecture material preparation.

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.

Rappaport Reiches Capital Management is an SEC registered independent investment advisor with offices in Skokie and Chicago, Illinois. We offer a comprehensive approach to financial planning and investment management. Our Maximize Your Return on Life solution includes: • Organizing and clarifying • Incorporating values in decisions • Comprehensive financial planning • Value Added Indexing investing • Ongoing monitoring and updating The benefit is that clients can channel their energy into productive and enjoyable pursuits – family, work, community, retirement – knowing that the “money” part of their life is well-planned and on track.

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/

CRM Properties Group, Ltd. is a full service real estate group with interests in acquiring, developing, and managing retail, commercial and residential properties. The approach of the company is based on comprehensive management of every step of the development process, including project identification, entitlement, acquisition, financing, construction, lease-up, marketing and property management. The consistent success of CRM can be attributed to its proven formula: Identify growing markets with strong demographics. Construct high quality assets with creative and attractive architecture. Build a tenant mix that meets the needs of the community, combining national and local businesses and blending food, fashion and services. Develop and preserve relationships with government, tenants and stakeholders to better serve communities.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

EMC CAPITAL ADVISORS, LLC is an investment banking company based out of 2201 WAUKEGAN RD, Bannockburn, Illinois, United States.

Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois. UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas. UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

Choose Wisely™ - that's Ativo's approach. Ativo Capital Management is an independent Registered Investment Advisor that seeks to wisely choose each portfolio security to deliver portfolio growth. Our approach is based on rigorously applying discounted cash flow return on investment methodologies ("DCFROI") to the management of equity portfolios. Ativo is a Portuguese word that means both "active" and "assets" - together they illustrate our approach to the management of equity portfolios. Ativo develops portfolios based on a history of quantitative securities research covering nearly four decades that is the basis for a stable and consistent investment philosophy. We start with sound financial theory. We apply this theory to real-time experiments in actual markets to develop investment rules that transcend specific market conditions. Consistently applied, these rules pick the stocks for our portfolios. We combine cutting-edge financial theory and clear objectives that are integrated into quantitative models that drive portfolio composition. The results are impressive and are consistent over time. Ativo offers portfolio management services to individuals, pension plans, endowments, foundations, corporations and pooled investment vehicles.