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portrait of Christine L Berg
FINANCIAL ADVISOR

Christine L Berg

750 W Lake Cook Road Suite 110, Buffalo Grove, IL 60089opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Christine

I really love my job! Everyday I help families prepare financially for the things that inevitably happen in life...marriage, birth, job changes, retirement, death, etc. Through our partnership, clients feel secure and can focus more on what's most important in their lives.

My process is simple. I spend a significant amount of time getting to know you and your family. We discuss your goals (needs, wants and wishes) throughout life, your expectations and concerns around these goals and your investment preferences. I then build highly personalized strategies to help you achieve your goals. Finally, we partner together throughout your lifetime to...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesNovember 2017 to Current

Education

  • College of St BenedictBachelor of Arts

Personal Interests

  • Traveling
  • Photography
  • Genealogy
  • Sports Enthusiast
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 947-8898

Fax

(888) 645-7451

Office Address

750 W Lake Cook Road Suite 110
Buffalo Grove, IL 60089opens in a new window

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