Welcome to Oak Brook Financial Group, Ltd.
In today’s sophisticated and rapidly changing financial environment, it is essential that individuals and business owners seek every opportunity to protect and enhance their current financial resources while also preparing for their future financial independence. As a result, careful planning and prudent management of your financial assets is essential.
Due to the increasing complexity of today`s financial world, it has become impossible for one advisor to provide expertise and counseling in all areas of financial services. No one type of professional can now adequately handle such diverse financial needs as investments, income taxes, retirement and estate planning as well as long term care issues.
Anticipating this situation several years ago, Oak Brook Financial Group, Ltd. decided to assemble a unique team of independent professionals that could truly provide complete financial counseling to both individuals and businesses. Our affiliated professionals now include Registered Financial Consultants (RFC), CPA`s, Registered Investment Advisors, Pension Administrators, Insurance Professionals, Real Estate Brokers as well as experts in the areas of law, banking, business management and government services. As a result, Oak Brook Financial Group, Ltd. offers a unique and comprehensive range of independent, integrated financial services.
We have a "fiduciary responsibility" to put the needs of our clients first. We are independent and have no requirements to represent a specific investment or company. This also enables us to provide an independent "second opinion" of your current investment strategy, estate plan or retirement planning options. We can also provide expertise and guidance on lump-sum distributions, tax-reduction strategies or counseling on any other financial concern you may have.
We seek out investments based upon an individual's unique needs by carefully evaluating their risk tolerance and investment objectives to help them reach their investment goals, while striving to reduce unnecessary risk. Our association with some of the nation's best-known financial services companies allows us access to a multitude of investment options for our clients, while enjoying the personal touch of a small relationship-oriented firm.
From our site you can gather information, current quotes and news on individual stocks and and other investment products. Our clients have access to their own accounts allowing them to view their personal portfolios at any time. Additionally, our on-line articles provide an easy way to stay up to date on relevant financial topics.
We hope that you find this site valuable enough to bookmark as one of your favorites. We suggest that you take advantage of the many features that we provide such as the "Tell a Friend" option. We also hope the site will further your awareness of how our business works and the services we provide.
Thank you for stopping by! We appreciate your visit.
W. Russell Grzywinski is registered as an investment adviser under Oak Brook Advisors, Ltd., a registered investment adviser, offering advisory services in the states of Illinois (IL), and North Carolina (NC). As such these services are strictly intended for individuals residing in Illinois (IL), and North Carolina (NC).
Important Consumer Information:
An investment adviser "IA", or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state, as appropriate. Follow-up, individualized responses to persons in a state, by such a firm or individual, that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of an investment adviser, or IA rep, a consumer should contact his or her state securities law administrator.