Since 2000, we have worked with clients to help direct them towards the goal of attaining financial freedom. It has been our pleasure and privilege to be the trusted advisors for hundreds of clients. We have a passion for helping people with their investments, as well as being a resource as they live through many major milestones. We believe that finding an advisor you can trust to provide honest advice is how you get the best results. Once we make sure that our expertise fits with your needs we work through our process together to build a multi-faceted plan that encompasses all of your personal needs and financial goals. Making sure that your assets are aligned with a common strategy is how we build a plan that is in sync and ready for whatever the future might bring. The Lineage Group is a marketing name for securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC.
View Top Employees from The Lineage GroupWebsite | http://thelineagegroup.com/social-media-disclosure/ |
Revenue | $1 million |
Employees | 2 (2 on RocketReach) |
Founded | 2000 |
Address | 16620 S. 107th Court, Orland Park, Illinois 60467, US |
Phone | (708) 460-7773 |
Fax | (708) 873-0691 |
Technologies |
JavaScript,
HTML,
PHP
+8 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | Churchill Wealth Management, Delta Investment Services Inc, Financial Designs, Inc., Financial Planners Group GmbH & Co. KG, Lerner, Csernai & Fath Financial Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular The Lineage Group employee's phone or email?
The The Lineage Group annual revenue was $1 million in 2024.
2 people are employed at The Lineage Group.
The Lineage Group is based in Orland Park, Illinois.
The NAICS codes for The Lineage Group are [5239, 523, 52, 52393].
The SIC codes for The Lineage Group are [628, 62].