Accounting & Financial Services

Dolins Group

Certified Public Accountants

We strive toward providing quality accounting services, tax planning, relocation tax expertise and accounting software and training. We believe in networking with other businesses and actively refer quality businesses to our clients when the need arises.

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Matt Meyer

The Dolins Group
Financial Accounting
[email protected]
Office: (847) 498-1040
Cell: (847) 722-5153
425 Huehl Road, Bldg 21, Northbrook, IL 60062
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E.R.I.S.A., Inc.

Third party administration for qualified retirement plans and related consulting.

We are able to provide cost-effective & comprehensive retirement plan services. We have over 30 years of experience. We service 401(k), cash balance pension, and other types of qualified plans. We can also be a resource to attorneys and accountants in resolving difficult & complex retirement plan issues. 

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Richard Perlin

E.R.I.S.A., Inc.
Financial - Retirement Plan Administration
[email protected]
Office: (847) 583-2264
Cell: (847) 721-7215
5215 Old Orchard Rd., Ste 1200, Skokie, IL 60077

Huntington Bank

Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services.

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Mae Espina

Huntington Bank
Banking
[email protected]
Office: (847) 205-4622
Cell: (224) 645-6363
1220 Meadow Rd, Northbrook, IL 60062
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Northwestern Mutual Investment Services

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

As your Wealth Management Advisor, Ken Fox will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. 

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Kenneth Fox

Northwestern Mutual Investment Services
Financial - Wealth Management Advisor
[email protected]
Office: (847) 663-7098
Cell: (847) 975-0622
5215 Old Orchard Rd #1200, Skokie, IL 60077
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Daniel Grance

Northwestern Mutual
Financial Advisor

[email protected]
Office: (847) 663-7045
Cell: (847) 502-3422

3 W. Hawthorn Pkwy, Suite 310, Vernon Hills, IL 60061
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Summit Funding

"Technically, we're mortgage specialists, but we make amazing stuff possible!"

Purchasing a home should be exciting and joyful, not scary and confusing. That's where our team comes in. Call us dream makers, call us loan officers, call us when you're in a panic, we're here to help fulfill your dream of home ownership and keep you smiling the whole way.

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Tom Merritt

Summit Funding
Residential Mortgage Broker
[email protected]
Office: (312) 224-3821
Cell: (773) 991-7996
900 North Franklin, Suite 503, Chicago, IL 60613
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