Jeffrey Baer & Associates, Ltd.

Firm Profile

Jeffrey Baer & Associates, Ltd. is the second generation of a family business started in 1969. Jeffrey Baer, President, has been a part of the firm for the last 35 years. He is a CPA and has also obtained both the Certified Financial Planner certification (CFP) and the AICPA specialty designation of Personal Financial Specialist (CPA/PFS).

As a trusted advisor in the accounting industry, Jeffrey incorporates your values, needs, and goals in to individualized financial solutions. Clients can be assured they will receive quality personalized service beyond their expectations. Jeffrey has successfully continued the practices of eight retired accountants and takes pride in the personal attention he gives his clients.

Jeffrey is frequently used as a national press contact on financial issues and was quoted in the May 2003 issue of Chicago magazine. In August 2003, 2006, and 2007, Jeffrey lectured a full ballroom of over 400 CPA's at the Midwest Business & Technology Solutions show held at the Donald E. Stephens Convention Center in Rosemont. He is regularly asked to speak at local accounting and financial planning conferences and was a regular contributor to the Chicago Sun Times Currency section weekly question & answer series which appeared on Mondays. He has also been a guest on local television shows.

Jeffrey is one of 160 Five Star Professional Wealth Managers named in Chicago Magazine for all seven years of the award and is listed in the November issues (2010 -2016).

Jeffrey was born in Chicago and grew up in Northbrook where he currently lives with his two adult children. His passions include any activity that involves kids, the elderly, family, educating the community, and Chicago sports teams.

Jeffrey’s accomplishments include:

Financial Planning Association of Illinois, 2008 President •Financial Planning Association of Illinois, 2006 North Shore Council President. •National press contact on financial issues. •2020-22 President and past Treasurer of the Grayslake Exchange Club. •Featured speaker and lecturer at seminars and education conferences. •Grayslake Chamber of Commerce, Member. •Grayslake Chapter of Rotary International, Charter Member. •American Institute of Certified Public Accountants Personal Financial Planning section, Member. •Illinois CPA Society, Member and Continuing Education course instructor.