Coe Financial Group
Financial Services • 
Northbrook, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 1466 Techny Rd, Northbrook, Illinois 60062, US |
| Phone number | +18474449444 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Employee Benefits, Wealth Management, College Planning, Retirement Planning, Estate Planning, Investment Management, Ira Rollovers, Insurance Strategies, 529 |
| Founded | 1999 |
| Employees | 1-10 |
Key Contact at Coe Financial Group
Chad Coe Benefit Auctioneer And Sp
Chief Executive Officer
Coe Financial Group Email Formats
Coe Financial Group uses 1 email format. The most common is {first initial} (e.g., j@coefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@coefinancial.com | 100% |
About Coe Financial Group
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 confidence 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 Cetera Advisors LLC 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 Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC) a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera firms are under separate ownership from any other named entity. Address: 1466 Techny Road, Northbrook, IL 60062
Coe Financial Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Coe Financial Group has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Coe Financial Group has never raised funding before.
Coe Financial Group Tech Stack
Discover the technologies and tools that power Coe Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Video players
Appointment scheduling
Portugal
Poland
AustraliaFrequently asked questions
4.8
40,000 users
