Rolling Meadows Office
1811 Hicks Road
Rolling Meadows, IL 60008
Mon-Fri: 8:30 AM - 4:00 PM
Important Scheduling Overview
This meeting link is intended for new client inquiries only.
Before you schedule, please be aware of the following:
- Our firm minimum is currently set at $300,000.
- Tax preparation is not offered as a stand alone service.
Existing clients: Please contact your advisor or internal firm contact
directly to schedule a meeting.
Vendors/Solicitations: This link may not be used to promote products
or services. It is reserved exclusively for individuals interested in
exploring a professional relationship with our firm.
