EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $2 billion in institutional and household assets. Serving over 85 institutional clients and 300 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times. Our highly experienced staff holds the CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 25 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 440 N. Wells Street, Suite 530, Chicago,il 60654,united States
- Phone
- +1 312-527-5565
- em****@****ail.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- embreefinancialgroup.com
- HQ
- Chicago, IL
Embree Financial Group Questions
Embree Financial Group's helpline number is +1 312-527-5565
Embree Financial Group's website is embreefinancialgroup.com
Embree Financial Group's LinkedIn profile is https://www.linkedin.com/company/embree-financial-group
Embree Financial Group has
18 employees.
View email and phone details for 18
employees at Embree Financial Group.
Embree Financial Group's industry is
Financial Services
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Embree Financial Group's support email address is embreefinancial@gmail.com
Embree Financial Group's categories are Financial Services
Embree Financial Group's founding year is 1995
