Business Directory & ReferralsNeed a recommendation for a local business or service? Our trades referrals are established members of the Beverly/Morgan Park community with a solid track record. They have a history of investing in the community and deserve your business.
Finance & Insurance
Brickwork helps hardworking business-owners, professionals, and anyone who’s ready to take a serious look at their financial situation by working to create financial plans that make solid sense.
Our House Wealth Advisors came about from a desire to start a family business. With a combined 50 years of investment and financial planning experience, Robin and Tony wanted to work together to provide one of a kind service to the local community. We pride ourselves in supporting local causes, including Misericordia Hearts of Mercy, The Andrew Weishar Foundation, Mercy Circle and many other initiatives close to our heart. Robin is currently in process of becoming one of only a few Chartered Special Needs Planners in the greater Chicago area, and is passionate about helping parents find financial solutions for their loved ones. We would love to have you become part of our family so, Come On In…to Our House.
Pendo’s professionals are focused on providing business valuation services, transaction opinions, and corporate finance solutions to:
- private and family-owned businesses;
- public company boards;
- ESOP (employee stock ownership plans) and ERISA
- asset managers including private equity/venture capital firms, business development companies (BDCs), hedge funds, SBICs, pension funds, and family offices.
Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent. The new Primerica has emerged as one of the most dynamic companies in business today. We are now the largest financial services marketing firm in North America.
Personal Financial Planning
We are a “Fee Only” financial planning firm specializing in individual and family financial consulting to help our clients with all matters relative to their financial goals. As a CFP® and RICP®, I have the knowledge and experience to assist you in assessing your current financial position and guide you in meeting all your financial goals.