advertisement

David N. Navarro of Chicago Oakbrook Financial Group honored in Forbes 2024 Best-In-State Wealth Advisors

Chicago Oakbrook Financial Group, a provider of financial services in Oak Brook, Illinois, announced that David N. Navarro has been named to Forbes’s list of Best-In-State Wealth Advisors for 2024.

The list is published on Forbes 2024 Best-In-State Wealth Advisors List — SHOOK Research Rankings.

According to Forbes, a leading financial publication, the ranking reflects the top wealth advisors per state across the United States. List makers are determined based on an in-depth review of compliance records, a 140-question survey, paying attention to such details as team structures, credentials, expertise, and community involvement. Quantitative factors also include revenues, revenue trends, and assets under management.

“I am pleased to have been named to this prestigious list — a recognition that, to us, speaks to our firm’s commitment to guide clients through their financial journey over their entire lifetime.” said Dave Navarro. “I am grateful for the trust our clients place in us, and we remain committed to providing the personalized guidance and support they need to achieve their financial goals.”

About Chicago Oakbrook Financial Group

Chicago Oakbrook Financial Group has been providing individuals and organizations with financial guidance since 1997.

Located at 903 Commerce Dr., Ste 300, Oak Brook, IL 60523, (630) 954-5572. Our advisors pride themselves on crafting customized strategies for each client. For more information, please visit www.cofgroup.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit tinyurl.com/uvaujs2t.

Article Comments
Guidelines: Keep it civil and on topic; no profanity, vulgarity, slurs or personal attacks. People who harass others or joke about tragedies will be blocked. If a comment violates these standards or our terms of service, click the "flag" link in the lower-right corner of the comment box. To find our more, read our FAQ.