Coe Financial Group is an independently owned wealth management firm delivering personalized service to clients for more than a decade. Our independence allows us to offer an unbiased objective approach to best serve your unique investment needs. At Coe Financial, your peace of mind is our main concern. Whether you are just starting to save for your future, or are a seasoned investor, Coe Financial Group will help guide you toward your goals by offering only the highest quality financial and insurance services. We currently manage or advise on over $200 million in client assets. Our typical clientele includes individuals, doctors and business owners with investments ranging from $100,000 and up. Coe Financial Group offers financial and investment services through First Allied Securities to business owners and their employees. Many of the accounts we hold are taxable, but several are tax-deferred or exempt (profit-sharing & pension plans, IRAs, etc.) Registered Representatives offering securities through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, Inc., a registered investment adviser. First Allied entities are under separate ownership from any other named entity. Address: 1466 Techny Road, Northbrook, IL 60062
View Top Employees from Coe Financial GroupWebsite | http://www.coefinancial.com |
Revenue | $1 million |
Employees | 7 (7 on RocketReach) |
Founded | 1999 |
Address | 1466 Techny Rd, Northbrook, Illinois 60062, US |
Phone | (847) 444-9444 |
Fax | (847) 444-9445 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 22 Million |
Competitors | Concierge Wealth Management™️, Copper Canyon Wealth Management, Cuba Financial Group, Marathon Financial Planning |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Coe Financial Group employee's phone or email?
The Coe Financial Group annual revenue was $1 million in 2024.
Charles Coe is the President and Chief Executive Officer of Coe Financial Group.
7 people are employed at Coe Financial Group.
Coe Financial Group is based in Northbrook, Illinois.
The NAICS codes for Coe Financial Group are [523, 52, 52393, 5239].
The SIC codes for Coe Financial Group are [62, 628].