bridget mermel

financial planner

About

We are financial planners who work with people in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals. We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing. We offer a two ways of working together: 1. A Financial Strategy Session to answer your 3 biggest questions; 2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes. We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don't take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible.

Country

united states

City

chicago

Industry

financial services

Skill

socially responsible investing, personal finance, comprehensive planning, tax, investments, wealth management, retirement planning, personal financial planning, estate planning, finance, business planning, options, start ups, investment advisory, real estate, cash flow, wealth, financial analysis

Experience

staff consultant

peterson & company

1985-1 - 1987-1 · 2 yrs 1 mo

Worked as consultant on high-profile litigation.

financial planner

sullivan mermel

1997-3 - Present · 29 yrs 7 mos

assistant to chief financial officer

o'connor and associates

1992-1 - 1996-1 · 4 yrs 1 mo

manager, district manager

starbucks

1988-1 - 1991-1 · 3 yrs 1 mo

Worked as manager and district manager during the start-up phase of Starbucks. Started at the 3rd store in Chicago (there were less than 20 stores in the company at the time!)