Company Overview
- Headquarters
- 100 S. Saunders Rd., Lake Forest IL
- Website
- owens-financialgroup.com
- Employees
- 4
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Owens Financial Group
Owens Financial Group is a financial planning and investment firm located in Lake Forest, Illinois. A team of four employees helps clients achieve their financial goals. The company has generated $2.5 million in annual revenue. Owens Financial Group provides comprehensive financial planning and investment strategies, alongside a range of insurance products. These services are designed to support clients in building and managing their retirement savings. The firm operates through two entities: Owens Financial Group, LLC, which focuses on insurance products, and Owens Financial Group, LLC, an Investment Advisory practice offering products and services through AE Wealth Management, LLC. While Owens Financial Group, LLC offers insurance products, AEWM, a Registered Investment Advisor, focuses solely on investment services and does not offer insurance products. Owens Financial Group can be contacted through their website at owens-financialgroup.com.
Company Leadership
Owens Financial Group Industry Tags
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