800 West 5th Avenue; Suite 213
Naperville, Illinois 60563
T: 630-857-3978 F: 630-596-4114
Check the background of this firm and its investment professionals on FINRA's BrokerCheck
Our Professional Alliance Network
As we seek to provide a wide range of financial advice to our diverse network of clients, we have chosen to partner strategically with multiple Certified Public Accountants. Through our work with tax professionals, we are able to help mitigate the tax ramifications associated with all manner of financial decisions, including trades within non-qualified investment accounts. With the written consent of our clients, we engage with the CPA of the client's choosing to strategize personal as well as small business tax management.
Our network includes:
V J Patel
St. Charles CPA
Tax and Accounting Services
40W304 LaFox Road; Ste D1
St. Charles, Illinois 60175
If you are interested in becoming a part of our professional network, please feel free to contact us for an in-depth interview.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide CPA services or any other services described above. These entities and their services are not affiliated with LPL Financial or Redwing Financial.