About PSA Bookkeeping
Lu is a specialist in retirement products and custom insurance services. She holds a Bachelors in Business Administration with a major in Accounting from Mindanao State University, Marawi City, Philippines. She was a Full State Scholar and graduated Cum Laude.
Lu has spent over twenty years in senior corporate management positions, before finding her passion helping retirees and pre-retirees. Since 2000, she has been providing her Chicago area clients with expert guidance and valuable financial solutions. She offers an extensive menu of services to meet their needs in all different stages of life. Her company, First Fidelity Financial Group of Midwest, LLC, provides a variety of insurance services and income planning strategies. She strives to help her clients protect their assets and secure their well-earned retirement in all economic environments.
OUR SERVICES:
When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a sound financial program utilizing our team of legal, income tax reduction team of CPA's, and financial professional who stand ready to assist with phenomenal personalized services, determined to be your:
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Click here to add a review.of our customers would refer friends and family to us.
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Fantastic firm! - Verified customer
Fantastic Service! I will definitely recommend you.
04/06/2021Report Abuse
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Great service! - Verified customer
Great staff and excellent team that cares about you.
04/06/2021Report Abuse
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Highly recommended! - Verified customer
Hands down the best! Very professional, prompt!
04/06/2021Report Abuse
