Spinosa Financial Group

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1475 W Woodfield Rd Ste 900, Schaumburg,...

Phone Number

(847) 969-2507

Revenue

$9.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Spinosa Financial Group

Spinosa Financial Group, based in Schaumburg, IL, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing financial peace of mind. With a team boasting over 80 years of combined experience, they focus on delivering integrated financial strategies tailored to clients' unique goals. Their mission is to empower clients with financial freedom through a comprehensive planning process, ensuring comfort and clarity throughout. Recognized by Forbes for their excellent service standards, they prioritize client trust and satisfaction in their financial planning services.Explore more
Spinosa Financial Group's Social MediaPopular SearchesSpinosa Financial Groupspinosafinancialgroup.comSIC Code 62,628NAICS Code 52,523Show more

Spinosa Financial Group Org Chart

PhoneEmail
MK
United States flag for contact location.

Partner and Financial Advisor

PhoneEmail
RM
United States flag for contact location.

Partner and Wealth Management Advisor

PhoneEmail
DK
United States flag for contact location.

Private Wealth Advisor

PhoneEmail
VA
United States flag for contact location.

Associate Private Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spinosa Financial Group

$9.7M
11-50
Private
-
-
MK
Matthew KahnPartner and Financial Advisor
$8.1M
11-50
Private
-
-
KC
Katie CharleusDirector, Operations
$7.4M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spinosa Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spinosa Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spinosa Financial Group.

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Frequently Asked Questions Regarding Spinosa Financial Group

What is Spinosa Financial Group's official website?
Spinosa Financial Group's official website is www.spinosafinancialgroup.com
What is Spinosa Financial Group's Revenue?
Spinosa Financial Group's revenue is $9.7 Million
What is Spinosa Financial Group's SIC code?
Spinosa Financial Group's SIC: 62,628
What is Spinosa Financial Group's NAICS code?
Spinosa Financial Group's NAICS: 52,523
How many employees does Spinosa Financial Group have?
Spinosa Financial Group has 11-50 employees
What industry does Spinosa Financial Group belong to?
Spinosa Financial Group is in the industry of: Finance, Securities Trading
What is Spinosa Financial Group competition?
Spinosa Financial Group top competitors include: Perceptive Wealth Management, credenceplanninggroup.com, Ames, Harre, Rubbelke, Lich And Associates, Northwestern Mutual Wealth Management
How do I contact Spinosa Financial Group?
Spinosa Financial Group contact info: Phone number: (847) 969-2507 Website: www.spinosafinancialgroup.com
What does Spinosa Financial Group do?

Spinosa Financial Group, based in Schaumburg, IL, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing financial peace of mind. With a team boasting over 80 years of combined experience, they focus on delivering integrated financial strategies tailored to clients' unique goals. Their mis... sion is to empower clients with financial freedom through a comprehensive planning process, ensuring comfort and clarity throughout. Recognized by Forbes for their excellent service standards, they prioritize client trust and satisfaction in their financial planning services.Read More

What are Spinosa Financial Group social media links?
Spinosa Financial Group Twitter page
Is Spinosa Financial Group a public company?
Spinosa Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Spinosa Financial Group

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