Alex Shibicky

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Have questions? I can help you identify your financial needs and provide appropriate solutions.

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Staff

On beconing my client, you place your trust in me to make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know. 

The challenges of daily life can all be time-consuming. Personal finances often take a back seat to other priorities. Time constraints, coupled with the complexity of the financial landscape and an abundance of investment choices, can make it difficult to identify and develop investment strategies that are in keeping with your financial goals.

I work with a select group of professionals to implement tailored investment plans for clients. You can be certain that my recommendations are custom-built for your unique situation, using a wide range of investment solutions.

 

Joseph G Guin
Wealth Management Advisor
3 Hawthorn Pkwy Ste 310
Vernon Hills, IL 60061-1449
 
Dean Haage
Employee Benefit Specialist
5215 Old Orchard Road, Suite 1200
Skokie, IL 60077 
 
Thomas Kosanda
Financial Representative
5215 Old Orchard Road, Suite 1200
Skokie, IL 60077 

Deanna L Heldenbrand

Director of Client Services
(847) 663-7778
Office hours 7:30-4:00
 
Ever since graduation from The Ohio State University in 2003 with her MBA, Dee has been in the financial services industry. She joined our team in September of 2005 as an Associate Financial Representative and to best serve your needs, Dee is fully licensed in life and health insurance and has obtained her Series 6 and 7 securities licenses. Dee's commitment to customer service and diligence in exceeding expectations has made her a most valuable member of the team.
 
Alex regards clients' financial security among the most important issues and so does his professional team with its focus on understanding and serving each individual client. Call whenever you have a question, concern or need. Alex and Dee are eager to help.

 
How can Dee help you?
  • Resource for answering any questions on existing investment accounts or the opening of investment accounts
  • Process securities orders and any miscellaneous requests
  • Process allocation changes and transfers
  • Assist with 401k and IRA rollovers
  • Establishing on-line access to security accounts
  • Insurance applications and servicing requests - such as beneficiary changes, cash value quotes, etc. 

Deanna L Heldenbrand