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1 N. Franklin St., Suite 3450, Chicago, IL 60606

312-236-2500
chicago_agy@lsfgchi.com
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Investing With
Confidence Starts Here

Investing can feel overwhelming. Between market ups and downs, endless opinions online, and the pressure to “get it right,” it’s no wonder many people feel stuck or unsure of what to do next.

The truth is, most people don’t have the time (or desire) to manage all the moving pieces on their own. That’s where we come in. Our financial professionals sit on your side of the table — helping you cut through the noise, simplify the process, and build a portfolio that fits your life today while preparing you for tomorrow.

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How We Help You Invest

As Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., we take the responsibility of managing your investments very seriously. That means:

  • Listening first to understand your goals and concerns.
  • Designing portfolios built on research and proven strategies, not guesswork or market hype.
  • Monitoring and rebalancing over time so your plan stays aligned as life and markets change.
  • Communicating with full transparency, so you always know where you stand and why decisions are being made.

Because when it comes to your future, “good enough” isn’t good enough — every decision should move you closer to the life you want to build.

Your Portfolio

No two investors are alike — and no two portfolios should be either. Whether you’re just starting out or looking for a fresh perspective on what you already have, our financial professionals are here to help you build a strategy designed to grow with you.


Retirement Accounts

We help you make the most of accounts like 401(k)s, 403(b)s, and IRAs by guiding contribution strategies, allocation choices, and rollover decisions.


College Savings

We work with families to use tax-advantaged vehicles such as 529 Plans and Educational IRAs to prepare for education costs without derailing other priorities.


Tax-Smart Strategies

From Roth accounts and HSAs to ETFs and mutual funds, we help you build a portfolio designed to help reduce unnecessary taxes and keep more of your returns.


Core Investments

Stocks, bonds, brokerage accounts, and government securities are building blocks for long-term growth. We help you determine the right mix to match your risk comfort and goals.

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We Want To Hear From YouYour Plan.

Everyone’s financial journey looks different, but one thing stays the same — having a plan can help make the path clearer. Our financial professionals are here to help you protect what matters most, prepare for what’s ahead, and feel confident in the choices you make along the way.

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