Insights

Strategic Partnership Recent partnership with Rothschild Investment Corporation to manage over $170 million in client assets signals potential for cross-referrals and expanded service offerings in private wealth management and family office-style planning.

Revenue Growth Company revenue in the $10M–$25M range indicates a medium-sized advisory firm with room to scale assets under management through expanded client acquisition and deeper retirement, tax, and estate planning services.

Target Market Focus on affluent clients in Chicago's northwest suburbs presents opportunities to introduce enhanced tax-efficient income planning, advanced estate strategies, and fiduciary investment oversight for high-net-worth households and intergenerational wealth transfer.

Tech Enablement Existing tech stack (including oEmbed, jQuery, Google Maps, YouTube) suggests openness to modern, client-facing digital experiences; potential to upsell by integrating digital onboarding, financial planning portals, and secure data sharing for scalable client service.

Competitive Positioning As a fiduciary-led, proactive planning-focused firm, Bussenger differentiates from asset-centric competitors; sales opportunities exist to partner on comprehensive planning solutions, tax optimization, and retirement income strategies to attract clients seeking forward-looking advisory approaches.

Bussenger Financial Group Tech Stack

Bussenger Financial Group uses 8 technology products and services including oEmbed, OWL Carousel, Google Maps, and more. Explore Bussenger Financial Group's tech stack below.

  • oEmbed
    Dev Tools
  • OWL Carousel
    Javascript Libraries
  • Google Maps
    Maps
  • Really Simple Discovery
    Miscellaneous
  • YouTube
    Video Players
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Bussenger Financial Group's Email Address Formats

Bussenger Financial Group uses at least 1 format(s):
Bussenger Financial Group Email FormatsExamplePercentage
First.Last@bussengerfinancialgroup.comJohn.Doe@bussengerfinancialgroup.com
67%
First@bussengerfinancialgroup.comJohn@bussengerfinancialgroup.com
33%

Frequently Asked Questions

What is Bussenger Financial Group's phone number?

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You can contact Bussenger Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bussenger Financial Group's official website and social media links?

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Bussenger Financial Group's official website is bussengerfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Bussenger Financial Group generate?

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As of July 2026, Bussenger Financial Group's annual revenue is estimated to be $1M - $10M.

What is Bussenger Financial Group's SIC code NAICS code?

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Bussenger Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Bussenger Financial Group have currently?

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As of July 2026, Bussenger Financial Group has approximately 6 employees across 1 continents, including North America. Key team members include Insurance Agent: D. R.. Explore Bussenger Financial Group's employee directory with LeadIQ.

What industry does Bussenger Financial Group belong to?

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Bussenger Financial Group operates in the Financial Services industry.

What technology does Bussenger Financial Group use?

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Bussenger Financial Group's tech stack includes oEmbedOWL CarouselGoogle MapsReally Simple DiscoveryYouTubeContact Form 7ApacheApache HTTP Server.

What is Bussenger Financial Group's email format?

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Bussenger Financial Group's email format typically follows the pattern of First.Last@bussengerfinancialgroup.com. Find more Bussenger Financial Group email formats with LeadIQ.
Bussenger Financial Group logo

Bussenger Financial Group

Financial ServicesIllinois, United States2-10 Employees

Bussenger Financial Group operates in the financial services sector as a private wealth management advisory based in Deer Park, Illinois. Led by founder and fiduciary Lisa Bussenger, the firm emphasizes comprehensive planning that integrates investment advisory services with income, tax, and estate planning to help clients anticipate how decisions affect retirement and overall financial well-being. Its approach focuses on proactive, forward-looking strategies aimed at reducing future tax burdens, managing risk, and aligning financial decisions with long-term plans. With a boutique operation and a stated emphasis on personalized guidance, the company serves clients in the northwest suburbs of Chicago seeking coordinated wealth management solutions.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Bussenger Financial Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Bussenger Financial Group's revenue is estimated to be in the range of $1M - $10M

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