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

Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, GA, IL, IN, MO, NC, NM, NY, PA, TX, VA, WI

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, FL, GA, HI, IL, IN, MN, MO, PA, VA, WA, WI

CRN201903-208966

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