As a COUNTRY Financial® representative, I am able to help provide financial security by working directly with individuals like you to identify your specific needs. We then offer a full range of insurance and financial products and services to help you protect what's important today, and help create a plan to point you toward a bright financial future.
Our practice specializes in servicing individuals and small business in the areas of accounting, tax preparation, bookkeeping, business consulting, entity selection on a very personal level. For more than 30 years Lee Mandel & Associates have been providing clients with world-class tax and business consulting. There are thousands of tax consultants out there who can prepare your taxes, but with Lee Mandel & Associates you'll have a creative and proactive team in your corner. Lee believes that every client deserves access, answers and priority-level treatment. So whether you have a quick tax question or need expert advice on a critical business issue, Lee and his team are there for you. His clients have included professional athletes and musicians, best-selling authors, small and medium-sized businesses in hundreds of different industries, and a cavalcade of unique individuals who have come to depend upon having Lee and his team in their corner.
Calamos Wealth Management is a registered investment consultation company that provides cash management, asset allocation and advisory services for high-net-worth individuals, family offices and foundations. It is an operating subsidiary of Calamos Holdings, which is a part of Calamos Asset Management. Calamos Asset Management has been providing investment consultation services for institutions and individuals for more than 30 years. It manages over $24 billion in asset and utilizes a variety of propriety risk management solutions in a range of investment strategies, including equity, balanced, convertible, high-yield, alternative, fixed-income and money market savings. The company offers a variety of investment products, such as open-end and closed-end funds and separate accounts designed to suit the investment needs of its clients.
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