| Company: | Fisher Financial Group LLC |
| Contact: | Daniel Fisher |
| Address: | 707 Skokie Blvd, Suite 600 |
| City: | Northbrook |
| State: | IL |
| Zip: | 60062 |
| Phone: | 847-205-9300 |
| Fax: | -- |
| Email: | dan@fisherfinancialgroupllc.com |
| Website: | www.fisherfinancialgroupllc.com |
About My Practice
Based out of Northbrook, Illinois, Fisher Financial Group has been providing financial services to people in the Chicago area needing financial and retirement planning for the last 34 years. We specialize in working with federal employees because of their unique planning needs—helping to balance their exceptional government benefits with the rest of their sometimes complex financial picture. We are independent and deeply committed to our clients and endeavor to build strong relationships with each of them, and we would love to help you too!
Offering Advice Since
1983
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Licenses, Certifications, Education, and Affiliations
Designations: RFC (Registered Financial Consultant)
Insurance Licenses: Life, Health
Security Licenses: Series 65
Other Licenses, Certifications, Designations:
Education: Bachelor of Science Business Administration
Associations & Affiliations: BBB, IARFC, Northbrook Chamber of Commerce, National Ethics Association
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
