Financial
Manta has 10 businesses under Financial in Deer Park, IL
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Categorized under Financial Advisory Services
Jim started Woodfield Planning Corp. in 1982 as a personal financial planning firm. In 1986 he added residential mortgages to his offerings. In 2011 the mortgage division of the business was sold to Wintrust, a Chicago based financial services firm with over 20 billion in assets. The financial planning division, Woodfield Financial Advisors, Inc., relocated to Deer Park, IL.
We are most proud of the long term trusted relationships that we have with our clients and employees. The two original financial planners, Don Monsen and Fred Peaslee are still with the firm 29 years later. Our youngest member, Martin Konsor started as a client. He was referred by his in laws who have been with the firm for over 30 years. We have clients that have been with us for as long as 33 years. Many fall in to the 20 to 25 year range.
Why do we have so many loyal individuals and business owners? They tell us it’s because we have always given them honest, solid financial advice. We pay attention to detail and we always look out for their best interest. We know our clients well and focus on delivering good old fashioned personal attention.
21805 W. Field Parkway Suite 300
Deer Park, IL
(847) 307-6222
Categorized under Retirement Planning Services
At Plexus Financial Services LLC, we believe retirement saving is an opportunity to cherish, not a challenge to fear. We are an objective, independent firm specializing in corporate retirement plan advisory services, including 401(k), 403(b), 457, defined-contribution, defined-benefit, and non-qualified plans. Corporate retirement planning is all we do. We are not individual wealth managers; we are advisors bound to do right by our clients' sponsored plans and their plan participants.
Categorized under Financial Advisory Services
Categorized under Non-Bank Holding Companies
Categorized under Investors (Unclassified)
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Stock and Bond Brokers
21805 West Field Parkway # 220
Deer Park, IL
(800) 999-8218
Categorized under Security Brokers and Dealers
Categorized under Loan Brokers
All Company Listings
CLAIMED
Categorized under Financial Advisory Services
Jim started Woodfield Planning Corp. in 1982 as a personal financial planning firm. In 1986 he added residential mortgages to his offerings. In 2011 the mortgage division of the business was sold to Wintrust, a Chicago based financial services firm with over 20 billion in assets. The financial planning division, Woodfield Financial Advisors, Inc., relocated to Deer Park, IL.
We are most proud of the long term trusted relationships that we have with our clients and employees. The two original financial planners, Don Monsen and Fred Peaslee are still with the firm 29 years later. Our youngest member, Martin Konsor started as a client. He was referred by his in laws who have been with the firm for over 30 years. We have clients that have been with us for as long as 33 years. Many fall in to the 20 to 25 year range.
Why do we have so many loyal individuals and business owners? They tell us it’s because we have always given them honest, solid financial advice. We pay attention to detail and we always look out for their best interest. We know our clients well and focus on delivering good old fashioned personal attention.
Categorized under Financial Advisory Services
Categorized under Non-Bank Holding Companies
Categorized under Investors (Unclassified)
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Stock and Bond Brokers
21805 W. Field Parkway Suite 300
Deer Park, IL
(847) 307-6222
Categorized under Retirement Planning Services
At Plexus Financial Services LLC, we believe retirement saving is an opportunity to cherish, not a challenge to fear. We are an objective, independent firm specializing in corporate retirement plan advisory services, including 401(k), 403(b), 457, defined-contribution, defined-benefit, and non-qualified plans. Corporate retirement planning is all we do. We are not individual wealth managers; we are advisors bound to do right by our clients' sponsored plans and their plan participants.
21805 West Field Parkway # 220
Deer Park, IL
(800) 999-8218
Categorized under Security Brokers and Dealers
Categorized under Loan Brokers
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