Broker Check

 

 

CPATAX SERVICES, INC.

 

 

2200 W. Higgins Road Suite 305

Hoffman Estates, IL 60169

p. 847.630.6075

f. 847.278.1864

Products & Services

We provide assistance in the following areas:

*Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Plans *
  • Tax Plans
  • 401(k) Planning *
  • 403(b) Planning *
  • College Plans *
  • Estate Plans
  • Money Purchasing Plans *
  • Profit Sharing Plans *

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

* These services are offered by Geralyn Jover through her affiliation with HD Vest