Every day, people entrust their finances to a financial professional to help them pursue the financial goals they've set.

That sounds so impersonal, doesn't it?

At Chicago Oakbrook Financial Group, we focus on partnering with individuals, families, and businesses to develop a doable course of action based on their values, comfort level, current situation, and timeline.

Our professional help:
  • takes the guesswork out of investing
  • provides a logical, disciplined investment process in order to pursue your financial objectives
  • frees up your time so you can enjoy the things that matter most
We think you'll agree that our way is anything but impersonal.

We invite you to explore our website to get to know us better. We also invite you to come in to meet us and see for yourself the difference a personal touch can make.

Dave Navarro Named FIVE STAR Wealth Manager for 2nd consecutive year
Click award for details


COFG named finalist for Small Business of the Year for 2nd Consecutive Year
Click award for details


COFG recognized in 2011
Americas Fastest Growing Private Companies



FIVE STAR: Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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