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