Rajesh Ravikumar Licensed Financial Professional Financial & Taxation Services Buffalo Grove, IL US

Rajesh Ravikumar Licensed Financial Professional

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  • Serving Across US
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Financial Planning,  Life Insurance,  Retirement Planning

Overview of Rajesh Ravikumar Licensed Financial Professional

  • Experience

    1 Year in Business

  • Contact name

    Rajesh Ravikumar

Services Offered by Rajesh Ravikumar Licensed Financial Professional

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Areas Served in US by Rajesh Ravikumar Licensed Financial Professional

About Rajesh Ravikumar Licensed Financial Professional

I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.

Service Details

  • Building Entrepreneurs

Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across the United States helping individuals and families protect what matters most to them.

  • Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

  • Insurance Protection

The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

  • Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

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Rajesh Ravikumar Licensed Financial Professional – Trusted Financial & Taxation Services in Buffalo Grove, IL

Business Overview

Established in Buffalo Grove, Illinois, Rajesh Ravikumar Licensed Financial Professional delivers comprehensive financial and taxation solutions to individuals and families across the U.S. With decades of experience, the firm specializes in investment management, estate planning, retirement strategies, long-term care solutions, college funding, and life insurance. Our mission is to empower clients with personalized, transparent, and efficient financial strategies that secure their present and future.

Who We Are

Led by Rajesh Ravikumar, a licensed and certified financial professional, our firm epitomizes integrity, expertise, and client-focused values. Rajesh and his team bring deep industry knowledge, regulatory compliance, and a commitment to lifelong learning. We believe in trust, accountability, and forming long-term relationships with every client.

Our Services

Investment & Retirement Planning

  • Customized Portfolio Design
  • 401(k) & IRA Rollovers
  • Retirement Income Strategies

Taxation & Estate Solutions

  • Tax Optimization & Filing Support
  • Estate Planning & Wealth Transfer
  • Long-Term Care Planning

Insurance & College Funding

  • Life & LTC Insurance
  • Education Savings Plans (529, UTMA, etc.)
  • Cash Flow & Risk Management Strategies

Why Choose Us

  • Personalized, client-first financial roadmaps
  • Licensed professionals with up-to-date compliance
  • Secure, virtual and in-office consultations
  • Holistic coverage—from investments to tax filing
  • Clear, transparent pricing and processes
  • Responsive service and ongoing financial guidance

Who We Serve

  • Individuals & Families
  • Small to Medium Businesses
  • Young Professionals & Pre-retirees
  • College-bound Parents
  • Remote & Virtual Clients Nationwide

Client Testimonials

“Rajesh helped me design a retirement plan that keeps me confident about my future.” – Patricia, Buffalo Grove

“Their tax-optimization recommendations saved us significant money.” – Kevin, Arlington Heights

“Professional, reliable, and always available when I needed guidance.” – Sneha, Chicago

Service Area & Availability

Open Monday–Friday, 9 AM to 6 PM CST. Services available locally in Buffalo Grove and virtually across Illinois and the wider U.S. by appointment.

How to Get Started

  • Contact us to schedule your free initial consultation in Sulekha
  • Prepare your financial and industry-related documents
  • Meet virtually or in person to discuss your needs
  • Receive tailored solutions and transparent pricing
  • Let our team handle the rest while you stay stress-free
  • Click “Enquire Now” or check the Rajesh Ravikumar Licensed Financial Professional profile on Sulekha to connect with us

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