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Chicago Oakbrook Financial Group

EST. AUM
$1,209,198,018

CONTACTS
13

CLIENT ACCOUNTS
4,345

Firm Details

Metro area Chicago
CRD Number 333344
Website cofgroup.com
Client types

Overview

Chicago Oakbrook Financial Group is a Registered Investment Adviser based in Oak Brook, Illinois, offering holistic, client-centered financial planning. The firm describes its approach as "financial planning with a human touch," positioning itself as a trusted partner supporting clients through major life transitions such as career changes, health events, and education planning rather than focusing solely on numerical optimization. It works with individuals and businesses seeking comprehensive, ongoing financial guidance.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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