Financial Services
McHenry County Business Journal / NWHerald.com/business • 2014 Book of Lists
16 Company name Address Phone; Fax; Website
NORTHWESTERN MUTUAL 282 Memorial Court, Crystal Lake, 60014; P 815.459.7493; F 815.459.0775; crystallake.nm.com
Total No. staff
35
Ranked by total number of local employees
College Corporate Business Equity Financial Estate Retirement Tax Trust Portfolio Long-term 401(k) Insurance tuition IRAs Mortgages advisory succession trading/ planning planning planning planning management management care plans rollovers plans services planning sales
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EXEMPLAR FINANCIAL NETWORK 413 E. Terra Cotta Ave., Crystal Lake, 60014; P 815.459.4550; F 815.459.3661; www.exemplarfn.com *
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WELLS FARGO ADVISORS LLC 2424 Lake Shore Drive, Woodstock, 60098; P 815.338.2550; home.wellsfargoadvisors.com/001_A144
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DORION-GRAY RETIREMENT PLANNING INC. 2602 Route 176, Crystal Lake, 60014; P 815.459.6800; F 815.455.4989; www.doriongray.com
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MORTGAGE CAPITAL GROUP 380 N. Terra Cotta Road, Crystal Lake, 60012; P 815.455.4422; mcglending.com
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PIERSHALE FINANCIAL GROUP 407 Congress Parkway, Suite C, Crystal Lake, 60014; P 815.455.6453; www.piershalefinancial.com
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COUNTRY FINANCIAL 120 N. Walkup Ave., Crystal Lake, 60014; P 815.356.1071; F 815.356.1291
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TRINITY WEALTH MANAGEMENT 228 Florence St., Crystal Lake, 60014; P 815.459.3532; www.trinitywealth.us
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SMITH & ASSOCIATES INC. 5317 Oak Park Road, Cary, 60013; P 847.516.5446; www.saiinfo.com *
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WELLS FARGO ADVISORS 2312 Esplanade Drive, Algonquin, 60102; P 847.458.0150; www.algonquin.wfadv.com
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STATE FARM INSURANCE - THE PHIL HORN AGENCY 105 W. Main St., Cary, 60013; P 847.639.9467; F 847.639.9466; www.philhorn.com
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Foreign Commodity Derivative Prime exchange trading/sales products brokerage dealer
Top local executive
Year est.
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Adam Cox, managing director
1999
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David J. Hubbard president and regional director; Jennifer Johnson, executive vice president
1971
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Elisabeth Niemann, first vice president, branch manager
NP
Paula Dorion-Gray, president
1976
Eric Schroeder, president
2007
Mike Piershale, president
2000
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NP
1997
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David Wilson, financial adviser
2009
Paul J. Smith president
1996
Patrick S. O’Connor, CRPC, managing principal
1852
Phil Horn, CPA
NP
Frank Olesuk, owner, principle
1985
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Jefferson Batt and Vicki Neilsen, partners
1956
Annette Hammortree, owner
1986
Edmond Ducett
2010
Jarid Brockman, AAMS
1993
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OLESUK FINANCIAL SERVICES 3
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3
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MARKET FINANCIAL GROUP WEALTH MANAGEMENT 240 Commerce Drive, Crystal Lake, 60014; P 815.459.3300
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EDWARD JONES 1493 Merchant Drive, Algonquin, 60102; P 847.854.2331; F 888.287.1335; www.edwardjones.com
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EDWARD JONES 1114 N. Seminary Ave., Woodstock, 60098; P 815.337.0777; F 888.892.2605; www.edwardjones.com
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Russ Olson, financial adviser
1990
JOEL D. CORUSH; CPA, CFP P.O. Box 1858, Crystal Lake, 60039; 815.356.0100; www.jdcfinancial.com
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Joel D. Corush
1988
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Timothy J. Dooley, president
1995
LPL FINANCIAL 3515 W. Elm St., McHenry, 60050; P 815.385.6800; www.lpladvisorweb.com/timothy.byers
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Timothy C. Byers
1982
EFFERT FINANCIAL SOLUTIONS INC. 500 Coventry Lane, Suite 250, Crystal Lake, 60014; P 815.444.9560; F 815.444.9561
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Nancy A. Effert, president
2006
BARRETT WEALTH CONNECTION LLC 7919 Schmidt St., Woodstock, 60081; P 815.529.7527; www.bwconnect.com
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Amy Barrett, CFA, CFP, CDFA, founder and financial adviser
2012
5206 W. Elm St., Suite 100, McHenry, 60050; P 815.363.0808; www.olesukfinancialservices.com
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MCHENRY FINANCIAL 2900 Route 12, Unit C, Spring Grove, 60081; P 815.385.1331; www.mchenryfinancialgroup.com
HAMMORTREE FINANCIAL SERVICES 145 S. Virginia St., Crystal Lake, 60014; P 815.788.7420; www.hammortreefinancial.com
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COMPREHENSIVE RETIREMENT RESOURCES INC. 201 N. Draper Road, McHenry, 60050; P 815.578.4217; www.raymondjames.com/timothyjdooley
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