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 security. 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 recommend investments based upon the most proven strategies available, to
provide our clients with opportunities for more consistent returns, while
reducing unnecessary risk. Our clients benefit from our associations with
some of the nation`s best-known financial services companies, allowing access to
institutional assets generally unavailable to the individual investor, 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 mutual funds. 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 a Registered Representative of and offers securities products
& services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a
registered broker-dealer. In this regard, this communication is strictly
intended for individuals residing in the states of Illinois (IL), Indiana (IN),
North Carolina (NC), South Carolina (SC) and Florida (FL). No offers may be made or accepted from
any resident outside the specific states referenced.
W.
Russell Grzywinski is also separately 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:
A
broker-dealer “BD”, investment adviser “IA”, a BD agent, 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 a broker-dealer,
investment adviser, BD agent or IA Representative, 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 a
broker-dealer, investment adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.