Personal and Business Financial Strategies

Bruce Levine, CLU, ChFC

Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC

Angelo Tardi 

CONNECT

Address:

8700 W. Bryn Mawr Ave, Suite 740 South

Chicago, IL

60631

Phone:

(773) 399-7742

Fax/Other:

(708) 831-5865

Additional Products & Services

Personal Financial Strategies - We work with individuals and families to achieve their financial goals by helping them build wealth, invest with confidence, and insure their plan.

  • Insurance and Protection Planning

  • Investment Planning

  • Financial Planning

  • Estate Planning

  • Annuities/Mutual Funds/Bonds/Stocks

  • Chartiable Donation Strategies

  • College Education Planning

  • Individual Health Insurance

  • Long Term Care

  • Retirement Planning

  • Tax Planning

  • Medicare Planning

 

Business Financial Strategies - We work with businesses, non-for profits, unions, and other organizations to help improve productivity, attract and retain employees, and lower expenses.

  • Employee Benefits

  • Company Sponsored Retirement Plans

  • Executive Benefits

  • Split Dollar Arrangements

  • Business Continuation

  • Qualified Plans

  • Non-qualified Plans

  • Alternative Funding Strategies

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck