APC Financial Group, Ltd.

APC Financial Group, Ltd. is a Financial Planner in Prospect Heights, IL, located at 1150 W Northwest Hwy ste A. It holds a rating of 4.80 based on customer reviews.

The firm provides financial planning, tax consulting, wealth management, and investment related services. It offers comprehensive strategies for retirement accumulation and income planning, estate and legacy planning, and education planning through 529 college savings plans. The team assists with insurance needs analysis, tax loss harvesting, charitable giving solutions, and wealth accumulation and preservation strategies. They also help manage inheritances, review Social Security benefit options, and address choices for retirement plans at former employers.

Services include professional portfolio management, personalized asset allocation, and risk tolerance assessment. The firm offers guidance on alternative investments, Environmental, Social, and Governance (ESG) investing, and Socially Responsible Investing (SRI). They also provide specialized support for women’s financial strategies and help clients decipher personal finances, review expenses, and create budget plans.

The practice is led by Financial Advisor Matthew D. Callero, who holds the CRPC® designation. The team includes Adam Canonaco as Marketing & Client Services Associate, Margaret Chen and Patti Maher as Client Services Associates, and Cathy McGovern as Office Manager and Administrative Assistant. The office is open Monday through Friday from 9:00 AM to 5:00 PM, with Saturday appointments available by request.

The office sits on W Northwest Hwy in Prospect Heights, IL, about a fifth of a mile from Meadows Park and West Northwest Highway.

BizScoreAI gives the business a Content Quality score of 75 out of 100, which means the website clearly describes its pages and answers customer questions so AI assistants can quote it directly. The Technical score is 74 out of 100.