Insights

Client-Centric Approach Chicago Oakbrook Financial Group emphasizes a holistic and compassionate approach to financial planning, positioning itself as a trusted partner for clients facing life changes. This focus on personalized service creates potential for offering tailored financial products and services that align with clients' evolving life circumstances.

Technology Infrastructure The company's utilization of advanced cloud and security technologies such as Amazon Web Services and Cloudflare indicates a modern, scalable IT infrastructure. This presents opportunities to introduce innovative FinTech solutions or security enhancements to support their digital client engagement and compliance needs.

Market Positioning With a revenue estimate between 10 and 25 million dollars and a dedicated team of up to 50 employees, Chicago Oakbrook Financial Group operates in a competitive segment shared with larger firms like Charles Schwab and Fidelity Investments, opening avenues for targeted financial products or investment platforms tailored for mid-sized firms.

Potential Service Expansion Given their focus on personalized, life-oriented financial advice, there is a significant opportunity to introduce specialized advisory or insurance solutions that complement their holistic approach, especially products focused on life transitions such as education planning, health, or retirement.

Growth and Engagement The firm's emphasis on client support and personalized care suggests an active customer engagement model, which could benefit from advanced CRM tools or employee training solutions to enhance client relationships and streamline advisory services.

Chicago Oakbrook Financial Group Tech Stack

Chicago Oakbrook Financial Group uses 8 technology products and services including Amazon Web Services, Cloudflare, Font Awesome, and more. Explore Chicago Oakbrook Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Acquia Cloud
    Platform As A Service
  • HSTS
    Security
  • Microsoft ASP.NET
    Web Frameworks
  • Apache
    Web Servers

Media & News

Chicago Oakbrook Financial Group's Email Address Formats

Chicago Oakbrook Financial Group uses at least 1 format(s):
Chicago Oakbrook Financial Group Email FormatsExamplePercentage
FLast@cofgroup.comJDoe@cofgroup.com
86%
Last@cofgroup.comDoe@cofgroup.com
7%
LastF@cofgroup.comDoeJ@cofgroup.com
3%
FMiddleLast@cofgroup.comJMichaelDoe@cofgroup.com
4%

Frequently Asked Questions

Where is Chicago Oakbrook Financial Group's headquarters located?

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Chicago Oakbrook Financial Group's main headquarters is located at 903 Commerce Drive Suite 300 Hinsdale, Illinois 60523 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Chicago Oakbrook Financial Group's phone number?

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You can contact Chicago Oakbrook 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 Chicago Oakbrook Financial Group's official website and social media links?

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Chicago Oakbrook Financial Group's official website is cofgroup.com and has social profiles on LinkedIn.

What is Chicago Oakbrook Financial Group's SIC code NAICS code?

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Chicago Oakbrook Financial Group's SIC code is 5021 - Furniture NAICS code is 52 - Finance and Insurance.

How many employees does Chicago Oakbrook Financial Group have currently?

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As of March 2026, Chicago Oakbrook Financial Group has approximately 20 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: Z. W.Paraplanner And Controller: K. J.Service Manager: K. L.. Explore Chicago Oakbrook Financial Group's employee directory with LeadIQ.

What industry does Chicago Oakbrook Financial Group belong to?

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Chicago Oakbrook Financial Group operates in the Financial Services industry.

What technology does Chicago Oakbrook Financial Group use?

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Chicago Oakbrook Financial Group's tech stack includes Amazon Web ServicesCloudflareFont AwesomeJSON-LDAcquia CloudHSTSMicrosoft ASP.NETApache.

What is Chicago Oakbrook Financial Group's email format?

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Chicago Oakbrook Financial Group's email format typically follows the pattern of FLast@cofgroup.com. Find more Chicago Oakbrook Financial Group email formats with LeadIQ.

When was Chicago Oakbrook Financial Group founded?

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Chicago Oakbrook Financial Group was founded in 1997.

Chicago Oakbrook Financial Group

Financial ServicesIllinois, United States11-50 Employees

Trusted partners who care.

Many advisors focus on the numbers when helping you put a long-term financial plan in place. At Chicago Oakbrook Financial Group, that’s not enough. Our focus is on you.

We take a holistic approach to help you navigate life’s twists and turns as they happen. Helping you through a career change, dealing with a surprise health issue, sending a child off to college—our clients have a compassionate financial partner who provides advice, support, and direction so they can make the most of life.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC (finra.org/sipc.org), a Registered Investment Adviser.  Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
903 Commerce Drive Suite 300 Hinsdale, Illinois 60523 United States
Phone number
SIC Code
5021 - Furniture
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Chicago Oakbrook Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Chicago Oakbrook Financial Group's revenue is estimated to be in the range of $10M$25M

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