La Salle Street Securities

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 8:00 am - 5:00 pm

(630) 833-2518Call Visit WebsiteVisit Website Map & DirectionsDirections940 N Industrial DrElmhurst, IL 60126 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Elmhurst with Financial Planning Consultants

Addison (3 miles)
Lombard (7 miles)
Elk Grove Village (9 miles)
Oak Brook (11 miles)
Glen Ellyn (11 miles)
Park Ridge (13 miles)
Des Plaines (13 miles)
Oak Park (14 miles)
Hinsdale (14 miles)
Wheaton (15 miles)

More Info

Extra Phones

Phone: (331) 225-3108

Phone: (630) 600-0500

TollFree: (800) 777-7865

AKA

LaSalle St. Securities, L.L.C.

LaSalle St Securities

Other Link

http://www.lasallest.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (630) 833-2518

Address: 940 N Industrial Dr, Elmhurst, IL 60126

Website: http://www.lasallest.com

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La Salle Street Securities

Tax Services
E&O insurance coverage is offered through The ProSurance Group. Agents are individually underwritten under a group discount negotiated by LaSalle St. Securities. The “group” policy provides varying levels of coverage and pricing. The E&O policy can cover various business lines from Series 6 or 7, insurance, advisory, to CPA tax preparation.

Investment Management
Technology is not just about creating efficiency and streamlining operations — it’s a critical tool in delivering a better client experience. The need to harness technology effectively grows even more important as new entrants provide automated investment management and enhanced online experiences to investors.
Mutual Funds
Fidelity Investments is one of the world’s largest providers of financial and brokerage services. Established in 1983, the firm is also one of the largest mutual fund companies in the United States. Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.
Wealth Management
CHICAGO, NOV. 29, 2023 — LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, today announced that Horwitz & Associates has joined its network. Horwitz & Associates was previously an OSJ under Western International and oversees $550 million in client assets.

Accounting Services

Financial Planning
With continued demand for managed accounts, having an advisory solution that can help you streamline your tech stack, enhance how you deliver investment advice to clients, while driving efficiency across your firm is more important than ever. Outsourcing key functions may allow you to focus on holistic financial planning and help evolve the client experience. This is why we at LaSalle St. find FMAX to be the ideal platform for helping your clients pursue their investment objectives
Retirement Planning
Horwitz & Associates, founded in 1970 by Gerald Horwitz, provides financial, retirement planning and asset and wealth management services to its pre-retiree, retiree and business owner clients. The firm owns and will continue to operate its RIA, EA Horwitz & Associates. The 13-member multi-generational team is based in Deerfield, Illinois, with additional offices in Arizona, Florida, Louisiana and Ohio.
Annuities
Excel at retirement options beyond a 401(k) or IRA with a tax-deferred variable annuity. For clients already in or nearing retirement, explore fixed income annuities to provide a steady stream of income throughout retirement.
Long Term Care
The financial needs of your clients go beyond portfolio management. Insurance products and services are an important part of a complete and integrated financial strategy for your clients. LaSalle St. Insurance Services will be your valued partner, working together to help investors achieve their goals. We develop strong, mutually beneficial relationships using our core competencies of fixed annuities, index annuities, life insurance, and long term care knowledge.
Asset Management
Our mission is all about empowering the independent rep and advisor. As a privately-held firm, we build lasting relationships with financial professionals who seek the freedom to offer their clients world class asset management solutions.
College Funding

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