About Us
An independent Evanston firm helping families make clear, confident money decisions.
Our Story
Finance Zone Point was founded in Evanston, Illinois, to be a single, trusted point of contact for every financial decision. We saw how often people had to piece together advice from a bank, an insurance agent, a tax preparer and an investment firm, with no one looking at the full picture.
So we brought those services together. Today our team helps clients across Evanston, Chicago and the North Shore with loans, investments, taxes and insurance, all coordinated around their goals and explained in plain language.
Our Mission
To make every financial decision clearer through honest, coordinated advice.
Our Vision
A community where every family has a trusted place to turn for money questions.
Our Values
Clarity, integrity, respect and putting clients first, every time.
Who We Help
Homebuyers
First homes, moves and refinances.
Families
Savings, insurance and education plans.
Professionals
Investing, taxes and retirement.
Business Owners
Tax planning and personal finances.
Why Choose Us
- Independent advice with no product quotas
- Loans, investing, taxes and insurance in one place
- Clear explanations and transparent fees
- Local team that knows Evanston and Chicago
- Meetings in person, by phone or by video
Subscribe to Our Newsletter
Credit tips, homebuying guidance and money ideas from our advisors, once a month.