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/

Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement

Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy management, asset management, and 401(k) plan consulting. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Eukles Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.

Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.

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.

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.

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

We are an independent insurance broker agency. We provide our customers with the right coverage for the best possible price, along with a level of customer service and ongoing support you won't get from many larger insurance companies. Licensed in CA, FL, GA, IA, IL, IN, KY, MI, MO, NV, NY, TX, UT, VA & WI

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/

Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.

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.