Banks/Financial Services
Charter One
Charter One is a division of RBS Citizens, N.A., operating in Illinois, Michigan and Ohio. It has 111 branches and 302 ATMs in the metropolitan Chicago area. RBS Citizens, N.A. is a subsidiary of Citizens Financial Group, Inc., a $132 billion commercial bank holding company. Through its subsidiaries, CFG has more than 1,500 branches, approximately 3,900 ATMs and more than 20,900 colleagues across a 12-state branch network. Charter One’s website is charterone.com.
33 W. Grand Avenue
Chicago, IL 60654
(312) 494-169771 S. Wacker Drive
Chicago, IL 60606
(312) 777-36281201 N. Clark Street
Chicago, IL 60605
(312) 266-4800This map requires a Javascript enabled browser
David Muir Consulting
David Muir Consulting provides QuickBooks software services and Microsoft Excel expertise to companies that do not have a top level Finance executive.
We can fill a key interim position or provide accounting and financial services to assist clients with projects and assignments featuring expertise in the following areas:
Audit Preparation
Budgeting & Forecasting
Business Metrics
Compliance
Confidential Executive Projects
Financial Planning & Analysis
Internal Controls Documentation
Process Improvements
Reconciliations1440 N. Lake Shore Drive, Suite 28A
(312) 915-4512
Chicago, IL 60611This map requires a Javascript enabled browser
First American Bank
If you’re looking for a bank with the expertise and range of financial offerings you want, plus the personal attention and service you deserve, then First American is the bank for you. Our size and management philosophy make it possible for us to give you the best of both worlds: big bank financial services combined with the personal attention only a local community bank can provide.
643 N. Fairbanks Court
(312) 881-8600
Chicago, IL 60611This map requires a Javascript enabled browser
PNC Bank
307 N. Michigan Avenue
(312) 346-0301
Chicago, IL 60601This map requires a Javascript enabled browser
Stonebridge Advisors, LLC
Annette Findling, a CERTIFIED FINANCIAL PLANNER™ professional and a partner with Stonebridge Advisors LLC, builds successful client relationships by helping individuals gain a clear understanding of their current goals and future dreams and then providing high-quality, cost-effective strategies designed to help clients realize their financial objectives.
Comprehensive portfolio management is offered through the assessment of client risk tolerance; development and execution of asset allocation models, financial plans and needs-based insurance strategies; and/or professional money manager selection. Contact Annette at afindling@stonebridgeadvisor.com to learn more.
*Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
**CFP® CERTIFIED FINANCIAL PLANNER™ CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.*
**Stonebridge Advisors, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. California Insurance License #: 0B42747.1751 Lake Cook Road, Ste 200
(224) 554-8040
Deerfield, IL 60015This map requires a Javascript enabled browser