Business Directory & Referrals

Need 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

Beverly Bank
10258 S. Western Ave Chicago IL
Brickwork Financial
10710 West 143rd Street, Suite 12 Orland Park, IL 60462

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.

Dismore Financial Group
10450 S. Western Ave Chicago IL
773-779-6667773-779-6667
Fidelity Charitable
P.O. Box 770001 Cincinnati OH
Homer Gwinn & Co.
10001 S. Western Ave Chicago IL
773-445-1600773-445-1600

Insurance

Marquette Bank
9858 S. Western Ave, Evergreen Park, IL 60805
Pendo Advisors
200 S. Wacker Drive, Chicago, IL 60606

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
    fiduciaries;  and
  • asset managers including private equity/venture capital firms, business development companies (BDCs), hedge funds, SBICs, pension funds, and family offices.
Schwab Charitable Fund
101 Montgomery St San Francisco CA
800-746-6216800-746-6216
Standring Financial Insurance Services
10517 S. Western Ave, Chicago, IL 60643
The John Harrell Agency
920 175th Street #3, Homewood, IL 60430
Waddell & Reed
9730 S. Western Ave Suite 440 Evergreen Park IL

asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.

Walsh Financial Planning
9910 S. Oakley Chicago, IL 60643

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.

Zach Betley State Farm
10028 S. Western Ave, Chicago, IL 60643
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