Fifth Third Preferred - Kay Song

Phase 3 Advisory Services, located in Buffalo Grove, IL, offers a range of financial management services to small business owners, working professionals, and retirees. Specializing in business planning, personal financial planning, and professional investment management, the company aims to help individuals improve and preserve their standard of living. With a focus on maximizing finances for future goals such as retirement and financial independence, Phase 3 Advisory Services provides essential information on estate planning, general financing, and tax law. While primarily serving businesses and corporate accounts, the company also offers personalized services to meet the financial needs of individuals seeking to enhance their financial well-being. Generated from their available business information

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.