Shinneman Wealth Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
950 Skokie Blvd Ste 307, Northbrook, Ill...Phone Number
(847) 933-9222Website
www.shinnemanwealthgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Shinneman Wealth Group
Shinneman Wealth Group offers comprehensive financial services including wealth management, income planning, tax-efficient strategies, and Medicare guidance, all tailored to meet the unique needs of their clients. Led by Charlie and Julia Shinneman, the firm emphasizes personalized attention and a commitment to client well-being, positioning themselves as more than just advisors but as a financial family. Their proprietary IDEAL Retirement Process addresses various aspects of retirement planning, ensuring clients can achieve their financial goals with clarity and confidence. The company also hosts events to foster community engagement and provide educational resources for clients and prospects.Explore more
Shinneman Wealth Group Org Chart
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Shinneman Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Shinneman Wealth Group offers comprehensive financial services including wealth management, income planning, tax-efficient strategies, and Medicare guidance, all tailored to meet the unique needs of their clients. Led by Charlie and Julia Shinneman, the firm emphasizes personalized attention and a commitment to client well-being, positioning themse... Read More
