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FINANCIALPLANNERS

 

Name Address Phone Email
LaSalle Bank of Lake View
3201 N. Ashland Ave.
(773) 244-7590
         Sally K. Blume is Vice- President of Investments for LaSalle Financial Services, a division of ABN AMRO Financial Services, Inc. Sally is a seasoned professional with over 20 years of financial experience, 12 as a registered representative. Sally’s diverse background provides her with important insight and understanding of the financial services industry. Sally has worked with both individuals and corporations in addressing all types of investment issues, and is licensed to offer fixed income products, equities, mutual funds, and annuities. She will be happy to discuss all of the investment options available to you.     Lakeview

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Wachovia Securities
30 S. Wacker - Suite 4000
(312) 630-7233
richard.m.gordon@wachoviasec.com
         Richard Gordon is First Vice President - Investments and Max Nutkowitz, CFP is a Financial Advisor with Wachovia Securities downtown. Richard has been advising clients for over 25 years on investments. He has appeared on TV and he has lectures regularly in the Chicago area. Max Nutkowitz is a CERTIFIED FINANCIAL PLANNER and works together with Richard. He specializes in financial planning and long-term wealth management. Their services include retirement and estate planning, money management and mutual fund selection, as well as managing individual stock and bond portfolios. Richard and Max manage over $150 million in client assets and they believe their successful practice has grown from taking time to listen and serve their client's needs. Call about our monthly seminars. Visit them at www.wachoviasec.com.    

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