Woodfield Financial Advisors Inc
Investment Management • 
Deer Park, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 21660 W. Field Parkway, Suite 290, Deer Park, IL 60010, US |
| Phone number | +18477269600 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Advice, Financial Planning, Reducing Risk, Finding Financial Efficiencies |
| Founded | 1982 |
| Employees | 1-10 |
| Socials |
Key Contact at Woodfield Financial Advisors Inc
James Dobbs
President
Woodfield Financial Advisors Inc Email Formats
Woodfield Financial Advisors Inc uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@woodfieldfa.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@woodfieldfa.com | 75% |
{first initial}{last name} | jdoe@woodfieldfa.com | 25% |
About Woodfield Financial Advisors Inc
We are a team of advisors striving to be the most honest and accurate source of financial advice tailored to your needs. We offer personal attention inherent to a small company, and the expertise of a global, multi-billion dollar company. Our team is genuinely invested in your financial success. Jim started Woodfield Planning Corp. in 1982 as a personal financial planning firm. In 1986 he added residential mortgages to his offerings. In 2011 the mortgage division of the business was sold to Wintrust, a Chicago based financial services firm with over 20 billion in assets. The financial planning division, Woodfield Financial Advisors, Inc., relocated to Deer Park, IL. We are most proud of the long term trusted relationships that we have with our clients and employees. We have clients that have been with us for as long as 35+ years. Many fall in to the 15 to 25 year range. Why do we have so many loyal individuals and business owners? They tell us it’s because we have always given them honest, solid financial advice. We pay attention to detail and we always look out for their best interest. We know our clients well and focus on delivering good old fashioned personal attention.
Woodfield Financial Advisors Inc revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Woodfield Financial Advisors Inc has never raised funding before.
Woodfield Financial Advisors Inc Tech Stack
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Frequently asked questions
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