Tartan Financial Services LLC - Crystal Lake, Illinois

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Tartan Financial Services LLC: A Comprehensive Overview

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For individuals and families seeking reliable and knowledgeable financial planning and financial institution services, Tartan Financial Services LLC presents itself as a noteworthy option. Located at 820 E Terra Cotta Ave Suite 114, Crystal Lake, IL 60014, United States, and accessible via phone at 8158870077, Tartan Financial Services offers a dedicated approach to managing personal and business finances. Their website, tartanfs.com, serves as a central hub for detailed information about their services and team.

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Company Background and Specialties

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Tartan Financial Services LLC identifies itself as a women-owned business, a characteristic that often resonates with clients seeking a supportive and understanding service provider. The company’s core competencies revolve around providing comprehensive financial planning solutions. This includes, but is not limited to, retirement planning, investment management, estate planning, and insurance analysis. They cater to a diverse clientele, from individuals navigating complex life transitions to small business owners requiring strategic financial guidance. The firm’s focus is on building long-term relationships based on trust and transparency. Their approach centers on understanding each client’s unique circumstances, goals, and risk tolerance before developing a tailored strategy.

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Location and Accessibility

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The physical location at 820 E Terra Cotta Ave Suite 114, Crystal Lake, IL 60014, provides a convenient point of contact for clients in the surrounding area. However, Tartan Financial Services operates with a client-centric model, offering services remotely as well. Beyond the physical address, the firm demonstrates a commitment to inclusivity and accessibility. The premises are equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility limitations can readily access the office. Furthermore, on-site parking is available for clients who prefer to drive.

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Key Features and Services

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• Financial Planning: A cornerstone of their services, encompassing retirement planning, investment strategies, and goal-based financial planning.

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• Investment Management: Providing personalized investment portfolios aligned with client objectives and risk profiles.

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.

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• Estate Planning: Assisting clients in safeguarding their assets and ensuring their wishes are carried out.

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• Insurance Analysis: Evaluating insurance needs and recommending appropriate coverage.

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• Small Business Financial Services: Offering support to small business owners in areas like cash flow management and strategic planning.

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Client Feedback and Reputation

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Currently, Tartan Financial Services LLC has 0 reviews on Google My Business, indicating a relatively new or emerging business in terms of online visibility and established customer feedback. The average opinion is 0/5, reflecting the lack of readily available reviews. This does not necessarily reflect the quality of the services provided, but rather the limited public feedback available at this time. It’s recommended that prospective clients proactively seek out reviews and testimonials as they become available.

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Contact Information and Resources

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To contact Tartan Financial Services LLC, potential clients can utilize the provided phone number: 8158870077. The company’s website, tartanfs.com, offers a wealth of information, including details about the team, services offered, and contact forms. The website also likely features downloadable resources and educational materials related to financial planning and investment strategies. Furthermore, the firm's commitment to accessibility ensures that clients can easily schedule consultations and communicate with the team.

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Recommendations for Prospective Clients

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For individuals and businesses seeking a dedicated financial institution and experienced financial planner, Tartan Financial Services LLC presents a promising option. Given the limited online reviews, it's advisable to schedule a consultation to discuss individual needs and assess whether the firm’s approach aligns with one’s financial goals. The firm’s commitment to accessibility, including wheelchair-accessible facilities and convenient parking, further enhances its appeal. It's recommended to explore the company’s website thoroughly to understand the full scope of services offered and to connect with a representative directly to schedule a meeting. The fact that it is a women-owned business can also be a positive factor for some clients.

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"summary": "Tartan Financial Services LLC is a women-owned financial institution and planning firm located in Crystal Lake, Illinois, offering personalized financial solutions and prioritizing client accessibility.",
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