Find the Certified Financial Planner™
Who's right for you.

Edward W. Gjertsen, II, CFP®

Mack Investment Securities, Inc.

1939 Waukegan Rd
Ste 300
Glenview, IL 60025
Phone: (847) 657-6600 x110
Fax: (847) 657-6605

Toll-free: (888) 622-5879

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Every client is unique and your financial plan is tailored to meet your individual needs. We believe clear communication of compensation is important to the integrity of our profession.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.