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Helping You Grow Your Money with Safety and Predictability

Helping You Create Guaranteed Lifetime Income

It’s What We Do.

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Ultimate Wealth Building Guide

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W. Russell Grzywinski is the President of Oak Brook Financial Group, Ltd. and a Co-Principal of Oak Brook Advisors, Ltd., a registered investment advisory firm. He has been a financial advisor since 1982 and has a wide range of experience in the areas of Retirement and Estate Planning, 401(K) Rollovers, Retirement Income Maximization, Insurance and Fee-Based Investment Strategies. He is also a Bank On YourselfTM Professional.

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Do You Know EXACTLY What Your Retirement Account Will Be Worth
On The Day That You Retire?

Do You Know EXACTLY How Much Guaranteed Lifetime Income
Your Retirement Account Will Provide?

Learn More

Resources and Services

Fee-Based Wealth Management

We help you create an effective investment strategy for ever-changing markets and for every life stage. This helps inspire confidence, clarity and calmness in all market conditions and encourages our clients to resist emotional decision-making.

 

Retirement Income Maximization

While it is critically important to maximize wealth accumulation for retirement, it is just as important, if not more important to consider options for maximizing your income during retirement, particularly tax-free income.

 

401-K and IRA Rollovers

All rollovers are not the same so you want to make sure that you understand all of your options before making a decision. We are Rollover Experts.

 

Bank on Yourself

A financial strategy that is safe, predictable and guaranteed to increase in value, even during stock market declines. Bank On Yourself™ adds "certainty" to a financial plan, and it also helps to soften the impact of investment losses in the scope of an overall portfolio.

 

704-376-6161

15720 Brixham Hill Avenue, Suite 300
Charlotte, North Carolina
28277 United States

info@oakbrookfinancial.com

W. Russell Grzywinski is registered as an investment adviser with Oak Brook Advisors, Ltd, a registered investment advisory firm.

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.

 

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