Insights, access, and personal attention
Manage your account online, anytime
Your Chicago Oakbrook Financial Group team is always ready to lend a helping hand. But for quick access to detailed account information and monthly consolidated statements, the Investor 360°® portal makes it easy.
With just a few taps you can see assets in your portfolio, manage passwords, and much more. Watch this short video to see how to get the most out of this powerful portal and get the financial information you need.
Calculators
Giving back to our communities
We are grateful for our clients and the amazing success we’ve enjoyed over these many years. To show our appreciation and help build a better world for all, our employees support several local nonprofits.

A dynamic, grassroots nonprofit committed to transforming the lives of homeless families by partnering with talented, resourceful individuals and groups in our community.

Creates solutions to end hunger at every stage of life. They provide emergency food to families in need, summer meals for kids who lack them when school is out, and deliver groceries to homebound older adults.

Helps those in our community looking for clarity, understanding, acceptance, calm, courage, hope, and change. No matter what the challenge, they stand ready to help improve one’s mental well-being.