Woodfield Planning

Finance · Illinois, United States · 51-200 Employees

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Overview

Headquarters

10 E 22nd St Ste 101, Lombard, Illinois,...

Phone Number

(630) 678-1700

Revenue

$21.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Woodfield Planning

Woodfield Financial Advisors provides simple, independent financial advice tailored to the needs of individuals, business owners, and executives. They specialize in a holistic approach to financial planning, covering areas such as retirement planning, college savings, and business-specific financial strategies. The firm emphasizes personal attention and aims to help clients achieve their financial goals without the use of complicated jargon. Their services are designed for anyone with financial questions, particularly those who have come into sudden wealth or inheritances.Explore more
Woodfield Planning's Social MediaPopular SearchesWoodfield Planning CorpWoodfield Financial Advisors IncWoodfield PlanningWoodfield Financial AdvisorsWoodfieldplanning.comSIC Code 62,628NAICS Code 52,523Show more

Woodfield Planning Org Chart

PhoneEmail
James Dobbs, President at Woodfield Planning
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Woodfield Planning

$21.9M
51-200
Private
-
1982
James Dobbs, President at Woodfield Planning
James DobbsPresident
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$8.5M
11-50
Private
-
1991
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Woodfield Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Woodfield Planning Tech Stack

A closer look at the technologies used by Woodfield Planning

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Frequently Asked Questions Regarding Woodfield Planning

What is Woodfield Planning's official website?
Woodfield Planning's official website is www.woodfieldfa.com
What is Woodfield Planning's Revenue?
Woodfield Planning's revenue is $21.9 Million
What is Woodfield Planning's SIC code?
Woodfield Planning's SIC: 62,628
What is Woodfield Planning's NAICS code?
Woodfield Planning's NAICS: 52,523
How many employees does Woodfield Planning have?
Woodfield Planning has 51-200 employees
What industry does Woodfield Planning belong to?
Woodfield Planning is in the industry of: Finance, Securities Trading
What is Woodfield Planning competition?
Woodfield Planning top competitors include: Asset & Income Management, Clarus Wealth Advisors, Ruggie Wealth, Sachs Financial Servic
What technology does Woodfield Planning use?
Some of the popular technologies that Woodfield Planning uses are: goo.gl, WordPress.org, PHP, Marin Software
How do I contact Woodfield Planning?
Woodfield Planning contact info: Phone number: (630) 678-1700 Website: www.woodfieldfa.com
What does Woodfield Planning do?

Woodfield Financial Advisors provides simple, independent financial advice tailored to the needs of individuals, business owners, and executives. They specialize in a holistic approach to financial planning, covering areas such as retirement planning, college savings, and business-specific financial strategies. The firm emphasizes personal attentio... n and aims to help clients achieve their financial goals without the use of complicated jargon. Their services are designed for anyone with financial questions, particularly those who have come into sudden wealth or inheritances.Read More

What are Woodfield Planning social media links?
Woodfield Planning Linkedin page Woodfield Planning Facebook page
Is Woodfield Planning a public company?
Woodfield Planning is private company therefore does not currently have an official ticker symbol
See more information about Woodfield Planning

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