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Business Profile

Financial Planning Consultants

The McCausland Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 866-4040Write a Review

About

Overview

The McCausland Group

707 Skokie Blvd

Ste. #600

Northbrook, IL 60062-2841

View Service Area

BBB Accreditation & Rating

The McCausland Group is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

The McCausland Group provides financial planning services, including tax planning, investment management, and risk management. The company assists clients with creating personalized financial strategies to address income growth and asset protection.

BBB Accredited Since: 1/1/2008

Years in Business: 25

Products and Services

Asset Protection, Financial Planning, Income Planning, Retirement Investing, Tax Planning, Wealth Management

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
1/9/2008
Business Started:
1/1/2001
Business Started Locally:
1/1/2001
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Andrew McCausland, President

Additional Contact Information

Principal Contacts
Mr. Andrew McCausland, President
Customer Contacts
Mr. Andrew McCausland, President
Fax numbers
Primary Fax: (847) 964-1747
Additional Phone Numbers
Other Phone: (563) 326-2064

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
https://idoi.illinois.gov/
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Life Insurance, Investment Advisory Services

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