Chicago Oakbrook Financial Group

Chicago Oakbrook Financial Group

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Personal and Business services:
Investment Advice
Financial Planning
Insurance Planning
Estate Planning
Tax-Deductible Business Benefits.

02/18/2025

Thank you to our Wine Glass Sponsor - ITG Transportation, Best in Shoe Sponsor - CB Cares (Coldwell Banker Real Estate Group), Shopping Bag Sponsor - Chicago Oakbrook Financial Group, and Paparazzi Photo Backdrop Sponsor - Midwest Orthopaedics at RUSH for sponsoring this year's Wine Women & Shoes event! Your support not only helps make this event fabulous but also supports families facing homelessness.

Proceeds from this event benefit the 100+ families facing homelessness served annually by Bridge Communities. An irresistible blend of fashion and compassion, and time spent with your girlfriends, it is surely a can't miss event!

Get Tickets & Learn More: https://bit.ly/3WzwIeN

01/03/2025

This we are especially grateful for Chicago Oakbrook Financial Group! With their generous donation, we are able to provide 15,000+ meals to our communities that will be full of healthy and nutritious foods.

Guide to Deductions for Charitable Donations 12/27/2024

Donating to a good cause can feel amazing—but what if your generosity could also help you save on taxes? From gifting appreciated stocks to using donor-advised funds, discover four smarter ways to support charities while keeping more money in your pocket: https://bit.ly/4gRBbkF

Guide to Deductions for Charitable Donations These charitable-giving strategies may give you a bigger tax break than writing a check.

12/22/2024
Why you need a digital estate plan and how to create one 11/22/2024

Have you ever considered what happens to your online accounts after you're gone? A digital estate plan ensures your loved ones can access your online assets, from social media profiles to cryptocurrency wallets. Learn how to create a comprehensive strategy: https://bit.ly/4fQMRn6

Why you need a digital estate plan and how to create one So much of our lives is spent online, we need a digital estate plan to cover our virtual assets, from bank accounts to crypto currency.

Time for Some Fall Financial Maintenance: Here's a Checklist 11/19/2024

Ready to supercharge your financial strategy before the year ends? From maximizing retirement contributions to strategic charitable giving, here are seven strategies ways to help optimize your finances in 2025: https://bit.ly/4hWMoC2

Time for Some Fall Financial Maintenance: Here's a Checklist As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.

Are You an Estate Planning Procrastinator? Where to Start 11/08/2024

Procrastinating on estate planning? Insufficient estate planning carries serious risks. Read more about what key documents to have in place to protect your assets and wishes, and other aspects you should address to ensure you have a solid plan. https://bit.ly/4ff4cGq

Are You an Estate Planning Procrastinator? Where to Start Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.

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Location

Telephone

Address


903 Commerce Drive Ste 300
Oak Brook, IL
60523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm