Apex3 Financial

Apex3 Financial is a Mokena-based financial services firm that offers a range of web-based solutions to make it easier for clients to manage their accounts and collaborate with others. They provide secure portals for clients to access their account information, store files, and communicate with the firm, while also offering services such as client newsletters and appointment scheduling.

With a focus on privacy and data protection, Apex3 Financial collects and uses personal information to improve and protect their services, while also offering options for users to control their data and opt out of marketing materials. Trusted third parties are utilized to assist with customer support, eSign, and IT services, ensuring the reliable and secure delivery of their services.

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