The Lineage Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
16620 107th St, Orland Park, Illinois, 6...Phone Number
(708) 460-7773Website
www.thelineagegroup.comRevenue
<$5 MillionIndustry
About The Lineage Group
The Lineage Group provides tailored financial planning and advisory services for individuals, families, small businesses, and Fortune 500 companies, focusing on the unique needs and goals of their clients. They offer a variety of strategies to help clients prepare for future financial challenges while enjoying their present. The firm caters to diverse client profiles, including young professionals, families, high net worth individuals, retirees, and small business owners. With a commitment to personalized attention and expertise, The Lineage Group aims to define desired results and effectively manage clients financial resources.Explore more
The Lineage Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$7M
1-10
Private
-
1979
CA
Caitlin AckermanDirector of Client Services To A Dougherty, Cfp Assistant (Charlotte)
The Lineage Group Tech Stack
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The Lineage Group provides tailored financial planning and advisory services for individuals, families, small businesses, and Fortune 500 companies, focusing on the unique needs and goals of their clients. They offer a variety of strategies to help clients prepare for future financial challenges while enjoying their present. The firm caters to dive... Read More
