Pearre And Associates LTD
New
Offers online services
New
Offers online services
About
We have a wide spectrum of product offerings from protection to investment offering.
However our most valued srervice is our economics based consultive service.
We start with understand our clients concerns then follow with an education based discussion on their options using a model to visualize and understand the benefits and features of the products and issues associated with their concerns.
Armed with the knowledge required, our clients are able to decide on the actions require to initiate strategies to help them achieve financial success as they see it.
Highlights
5 employees
40 years in business
Serves Lake Bluff , IL
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Annuities, Mutual funds
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Services offered
Financial Services And Planning