For all your personal and business financial planning needs.
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College financial aid planning and form preparation. |
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Expert investment advice with a vast selection of mutual funds and annuities. |
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IRA's, TSA's, and 401K plans. We will advise and transfer your lump-sum distributions, should you leave your place of employment. |
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Estate planning, pre-trust preparation and planning. |
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Business accounting, tax preparation and startups. |
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Professional income tax preparation, IRS representation. |
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Retirement planning. |
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Life, disability and health insurance analysis. |
Susan H. Daly, Ltd.
Tax and Financial Consultants
Business and Personal
Jaeger, Daly & Company
Investment and Insurance Consultants
College Planners, Inc.
The College Financial Aid Experts
6N513 Pine Street
Bensenville, IL 60106
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Ph 630-860-1358
Fax 630-860-9341