Thank you for your interest.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.
For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Our new Barrington office will officially open on November 13! Until then, please contact us by phone or email. We look forward to hearing from you. |
257 East Main Street, Suite 100
Barrington,
IL
60010
|
Phone: (847) 886-8642 | (800) 659-2168 | | Fax: (847) 886-8643 |
www.phelpsserranogroup.com | | Al Serrano – alfredo.serrano@stifel.com Gary Phelps – gary.phelps@stifel.com Elizabeth Reinke – Elizabeth.reinke@stifel.com |