Corner Office Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

4541 Howard Ave, Western Springs, Illino...

Phone Number

(708) 246-5368

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Feb
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Apr
May
ZI Rank
1
1
1
1
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1

About Corner Office Wealth Management

The Corner Office is an independent financial advisory firm established in 2004, dedicated to providing personalized wealth management strategies for individuals, non-profits, and small businesses. They offer a range of services including various types of IRAs, trusts, and company retirement plans, leveraging strategic partnerships to deliver Wall Street-level services locally. The firm operates in multiple states and emphasizes a client-first approach, ensuring that they work independently for their clients rather than representing external interests. Their mission is to help clients navigate market risks and rewards to achieve a comfortable financial future.Explore more
Popular SearchesCorner Office Wealth ManagementThe Corner Office Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Corner Office Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Corner Office Wealth Mana...

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
DJ
Danielle JelicClient Services Assistant
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
1995
DB
Darlene BurlesonDirector, Client Services
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Corner Office Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Corner Office Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Corner Office Wealth Management.

Corner Office Wealth Management Tech Stack

A closer look at the technologies used by Corner Office Wealth Management

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Frequently Asked Questions Regarding Corner Office Wealth Management

What is Corner Office Wealth Management's official website?
Corner Office Wealth Management's official website is www.cornerwealth.com
What is Corner Office Wealth Management's Revenue?
Corner Office Wealth Management's revenue is <$5 Million
What is Corner Office Wealth Management's SIC code?
Corner Office Wealth Management's SIC: 62,628
What is Corner Office Wealth Management's NAICS code?
Corner Office Wealth Management's NAICS: 52,523
How many employees does Corner Office Wealth Management have?
Corner Office Wealth Management has 1-10 employees
What industry does Corner Office Wealth Management belong to?
Corner Office Wealth Management is in the industry of: Finance, Securities Trading
What is Corner Office Wealth Management competition?
Corner Office Wealth Management top competitors include: Goodrich and Associates, Burleson Financial Strategies, Stockade Wealth Management, Wealth Advisory Services
What technology does Corner Office Wealth Management use?
Some of the popular technologies that Corner Office Wealth Management uses are: GoCentral, Smarsh, Google Font API, Microsoft 365
How do I contact Corner Office Wealth Management?
Corner Office Wealth Management contact info: Phone number: (708) 246-5368 Website: www.cornerwealth.com
What does Corner Office Wealth Management do?

The Corner Office is an independent financial advisory firm established in 2004, dedicated to providing personalized wealth management strategies for individuals, non-profits, and small businesses. They offer a range of services including various types of IRAs, trusts, and company retirement plans, leveraging strategic partnerships to deliver Wall... Street-level services locally. The firm operates in multiple states and emphasizes a client-first approach, ensuring that they work independently for their clients rather than representing external interests. Their mission is to help clients navigate market risks and rewards to achieve a comfortable financial future.Read More

Is Corner Office Wealth Management a public company?
Corner Office Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Corner Office Wealth Management

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