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101 W. 22nd Street, Suite 107, Lombard, IL 60148 (630) 242-1052
mesmail@esmailfinancial.net
MENU   ≡ ╳
 * Home
 * Services
 * About Us
 * Our Team
 * Contact Us
 * 
   

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 * Enhance Your Wealth
   Help your money to work smarter! We can provide a wide selection of
   investment options, risk management, increased tax efficiency, and
   implementation and monitoring of your strategy.
     CONTACT US
     ACCOUNT LOGIN
   
   
   
   
   ABOUT US
   Learn more about our firm
   OUR TEAM
   Meet our financial advisors
   BECOME A CLIENT
   Schedule an appointment today!
   
   
   
 * Secure Your Future
   Protect what matters most to you! We can help you achieve financial security
   through strategies designed to protect your wealth from lawsuits, taxes, and
   unforeseen life events.
     CONTACT US
     ACCOUNT LOGIN
   
   
   
   
   ABOUT US
   Learn more about our firm
   OUR TEAM
   Meet our financial advisors
   BECOME A CLIENT
   Schedule an appointment today!
   
   
   
 * Protect Your Legacy
   Prepare for the future! We can help ensure you maintain dignity throughout
   life, plan a smooth transition of wealth or business interests to the next
   generation, and assist with charitable endeavors.
     CONTACT US
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   ABOUT US
   Learn more about our firm
   OUR TEAM
   Meet our financial advisors
   BECOME A CLIENT
   Schedule an appointment today!
   
   







EXPERIENCED SERVING CLIENTS SINCE 1983

We have been honored to serve businesses and families across the country for
decades, and have built a strong reputation for providing personalized service
and extensive client communication.

DISCIPLINED TAKING THE LONG-TERM APPROACH

We will help you navigate through the complex world of financial products and
services while taking a long-term view with respect to investment options,
taxes, and generational planning.

COMMITTED PUTTING YOUR NEEDS FIRST

We are committed to ensure you are fully educated about your options, you
understand the risks, fees, and nuances inherent in financial products, and that
your plan is built around your family’s goals.


COMPREHENSIVE FINANCIAL STRATEGIES HERE ARE A FEW EXAMPLES OF THE SERVICES WE
PROVIDE *


FINANCIAL PLANNING

We offer comprehensive financial planning through detailed data gathering,
analysis, monitoring, and implementation.


INVESTMENTS

We provide a wide range of investment advisory services, product analysis and
selection, and ongoing performance reviews.


INSURANCES

We will review existing policies, and will help ensure you have the type and
amount of protection necessary for your family’s peace of mind.


ESTATE PLANNING

We partner with attorneys to draft or update your Wills, Trusts, and Powers of
Attorney, and use various strategies for asset transition and creditor
protection.


COLLEGE FUNDING

We can help ensure that your education goals are funded and managed
appropriately, and optimized for flexibility and tax efficiency.


SMALL BUSINESSES

We help businesses plan for succession, design and manage their 401(k) or other
benefit plans, and offer employee education and retirement planning.



ABOUT US SERVING OUR CLIENTS SINCE 1983

Esmail Financial Strategies is an independent, full-service financial planning
firm located in Lombard, IL. Though most of our clients reside in the
Chicagoland area, our firm serves the needs of high income, high net worth
individuals and closely held businesses throughout the country. EFS specializes
in addressing both the long-term and short-term financial goals of our
clientele.

In today’s fast-paced economic environment, the various demands on our time
often force us to neglect the very people we work hard for – our immediate
family. Saving for the education of our children and grandchildren, ensuring we
will have enough for our own comfortable retirement, and putting Wills and
Trusts in place to protect our family from the catastrophic financial
consequences of improper estate planning, are just a few examples of important
issues that are put aside due to our busy schedules.

Recognizing that most people do not have the time to address these pressing
needs, Esmail Financial Strategies has developed a unique system.  Our system
relieves our clients of these pressures and allows them to enjoy their life with
less worry about how these issues will affect their future.

How do we do this?  First we get a thorough understanding about our clients’
core values, their goals and objectives, and their overall financial situation. 
Using this information as the starting point, we analyze and prepare a
comprehensive financial road map and together with our clients, we formulate an
Action Strategy.   Once we have established this, we start the implementation
process and monitor the progress on a systematic basis.  As an independent firm,
we are able to help our clients by finding the most suitable financial
instruments to fund their goals.  Also, we work with accountants and attorneys
to minimize our clients’ income tax exposure as well as estate settlement costs.

For our business-owner clients, we design and manage employee benefit packages
including health insurance programs, long term care plans, pension and
profit-sharing plans and business succession strategies, to name just a few.

At EFS, we become your partners, helping you maximize your wealth by working
with you to achieve your personal, professional, and financial goals.  Esmail
Financial Strategies – Enhancing Wealth, Securing Futures, Protecting Legacies.


SCHEDULE AN APPOINTMENT TODAY! VISIT OUR OFFICE OR SCHEDULE A PHONE CONSULTATION
TO LEARN MORE ABOUT OUR SERVICES, PHILOSOPHY, AND COMMITMENT TO YOUR FINANCIAL
FREEDOM.

CONTACT US




OUR TEAM MEET OUR TEAM OF EXPERIENCED FINANCIAL SERVICES PROFESSIONALS


QUREISH ESMAIL, MBA, CFP® CERTIFIED FINANCIAL PLANNER™

Qureish Esmail has been in the financial services industry since 1983.  He has
two MBAs, one from the University of Karachi, Pakistan and the second from
Dominican University, River Forest, IL.   In 1988, he received his CFP
designation.

In addition to servicing his clients throughout all these years, Qureish
concurrently held management positions at various companies in the financial
services industry.   In this capacity, he personally trained over 50 other
Financial Advisers and supervised twice as many during a course of over 20
years.

In an effort to give back to the financial services industry, between 2001 and
2005 he served on the Board of the Chicago Chapter of the Society of Financial
Services Professionals. He served as the Chicago Chapter President of this
prestigious organization for the 2004-2005 term. He also has taught CFP Courses
at Northwestern University’s School of Continuing Studies.

In 2005, Qureish joined Woodbury Financial Services, Inc.  After his son,
Mohammed, joined him in 2006, together they created Esmail Financial
Strategies.  Qureish is married and has three children and seven grandchildren. 
He and his wife Jameelah have lived in Lombard, IL since 1986.

 * 




MOHAMMED ESMAIL, CFP® CERTIFIED FINANCIAL PLANNER™

Mohammed Esmail joined his father’s practice in 2006, immediately after
graduating from the University of Illinois at Urbana-Champaign.  Mohammed
graduated with highest honors from the U of I with a degree in Finance, and a
concentration in Investments. He was also a James Scholar, Matthew’s Scholar,
Illinois State Byrd Scholar, Illinois State Merit Scholar, and a Chancellor’s
Scholar. Mohammed was also a member of the Dean’s List all throughout his 3
years in Champaign, was awarded a spot on the prestigious Bronze Tablet, and was
chosen as one of the College of Business’s Top 10 Seniors.

Mohammed joined Woodbury Financial Services, Inc. in 2006, and he and his father
created Esmail Financial Strategies in 2007. Mohammed completed his CFP
certification in 2010 through the College for Financial Planning.  Mohammed and
his wife Fatema have been happily married since 2009, and live in the Chicago
area. They have also been blessed with three wonderful children.

 * 




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* Securities and investment advisory services offered through Woodbury Financial
Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other
entities and/or marketing names, products or services referenced here are
independent of WFS. WFS does not provide tax or legal advice.

Please click here to access the Woodbury Financial Services, Inc Form CRS

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites.

Representatives may not be registered to provide securities and advisory
services in all states.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.


SERVICES

 * Customer Support
 * Frequently asked questions (FAQ)
 * Contact


Call Us: (630) 242-1052