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    Lindsay Cross Financial

    5.0 (1 review)
    Open 12:00 am - 12:00 AM (Next day)

    By appointment only

    Services - Lindsay Cross Financial

    Insurance planning

    Investment management

    Life insurance

    1 More Service

    Retirement planning

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    3 months ago

    Schuyler was very knowledgable and patient in helping me discover different financial avenues that I had not considered previously.

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    Perez Insurance Agency

    Perez Insurance Agency

    (4 reviews)

    Pilsen

    Great customer service when trying to sign you up. They will take your money for an insurance…read morecompany you did not sign up for. Trying to get hold of them for over a month. We were in hospital, no return call. At doctor, no return texts or calls. Said we had Aetna, nope. We have something we have NEVER heard of (along with the doctors offices, pharmacies, etc) and the best part is NO ONE TAKES OUR INSURANCE BECAUSE THEY HAVE NO idea what it is. Cancel process up next.

    Friendly, Saves Money, Free Service. I went to Perez Insurance Agency by a friend's…read morerecommendation. I've never received such great service. Francisca Zizumbo helped me find the best auto insurance company and best coverage options given my non-stellar driving history. She helped me to save over a hundred dollars. Also, I was surprised that her services did not cost any extra. It was completely free. She helped me buy the insurance on the spot. Francisca ensured me that if in the future I had to file a claim, she could support and advise me through the process so I can get my money's worth. The overall process was quick, painless. Francisca is as friendly and down to earth as they get, and she helped me save a lot of money. I would strongly recommend Perez Insurance Agency for any insurance needs. 2016 Edit: 4 years later, Francisca is still amazing. This time I got into an accident, and she actually took me to the police department, helped me file my claim, and stepped me through the rest of the auto insurance process. She went above and beyond and really supported me through this experience. Everyone should definitely go to Perez Insurance Agency!

    Merino Wealth Management - The founder of Merino Wealth Management, Jessica Merino.

    Merino Wealth Management

    (7 reviews)

    The Loop

    Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

    Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

    Lindsay Cross Financial - lifeinsurance - Updated May 2026

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