Our Firm

Establishing a relationship with The Chicago Agency makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world.

THE CHICAGO AGENCY offers a range of trust and financial services. We assist our clients in establishing financial and estate plans* designed to help solve their tax, investment and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment* products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance and responsiveness.

*Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.