wiseradvisor

Chad Coe
Coe Financial Group

Tel: 847-282-3170
1121 Lake Cook Road Suite P
Deerfield, IL 60015

Helping to make well-informed decisions throughout your financial lifetime.

Coe Financial Group | Financial Advisor in Deerfield ,IL

About Coe Financial Group

At Coe Financial Group, our priority is to thoroughly understand you and your needs. The best way to do this is by listening. Through a comprehensive process, we begin by taking the time to learn about you and your immediate and long-term goals. We ask the questions you may have not considered and evaluate the consequences you may not have foreseen.

By asking the right questions, we can learn about you and your family. This helps us better understand what is important to you when helping you make smart choices about your money and financial future. Rather than simply recommend investment options, we take the time to learn about what type of investor you are. How much risk are you comfortable taking? Are you more focused on building or preserving your wealth? What is your time frame for pursuing your goals? These questions and more help us understand your specific financial needs and design personalized strategies.

Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions. Read more about some of the common questions we ask you.


General Information

Firm Start Year:   2000
No.of Employees:   5-9
Gender:   Male
Name of Broker/Dealer:   First Allied Securities
Name of Custodial Firm:   Pershing, Charles Schwab, Fidelity
States Licensed in:   Illinois
Number of Years with Current Firm:   22
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Estate Planning & Trusts, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Insurance Products & Annuities, Risk Management


Services

Investment Types:   Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At my office, At your home, Our Offices, Video Conference, At your office, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Variable Life, Long Term Care, Variable Annuity, Life


Firm Information

Advisor's Number of Clients:   175
Assets Managed by Advisor:   $140,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets


Board Positions

Organization:  Special Kids Network  1121 Lake Cook Road, Suite P, Deerfield, IL 60015
Position :  President
Duration :  01/01/1999-Currently holding



Faqs

  • Do you have a customer satisfaction or refund policy? We take the time to get to know you and your values. By working together we come up with the right solutions for you and your future.
  • Why should I choose you as my financial advisor? Chad received his bachelors in business with an emphasis in Finance from the University of Illinois at Chicago.
  • What are your qualifications? What is your education background? Building a solid, long-term financial plan tailored to your unique situation plays an integral role in helping you pursue your financial goals. We use a personalized approach to help determine strategies that may suit your needs. Throughout the various stages of your life, we regularly review and ensure financial decisions are appropriately and realistically aligned with your financial aspirations. Over the long-term, we'll manage your money with a strategy designed to keep you on the right track to meeting your financial dreams.
  • How do you charge for your services? At Coe Financial Group, we work with a diverse range of clients, from Millennials building their careers and families to couples transitioning into retirement. Whether you seek to build assets or preserve your wealth in retirement, we create cohesive financial strategies that address all elements of your financial picture.
  • How are you compensated? How will I pay for your services? Over 200 families
see more

Disclaimer

Registered Representatives offering securities through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, a registered investment adviser. First Allied entities are under separate ownership from any other named entity.

Chad Coe

Chad Coe

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor.

As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether youre saving for a specific goal or trying to manage your own investments, Chad can help you stay on track.

Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:

  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives
    An advisor who is a fiduciary puts your interests first by focusing on your financial well-being.

    Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

  • see more

    My Services

    Retirement Planning

    Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire. The retirement planning process often includes analyzing income sources, managing assets, determining future expenses, and estate planning.


    401K Rollovers

    Those who have changed jobs or retired and have left savings in a previous employer's retirement plan, such as a 401(k), may consider a rollover. A rollover involves moving your retirement savings from your workplace retirement plan to an IRA. This allows you to keep your savings tax-deferred. We can help you rollover your 401(k) and choose an appropriate IRA that fits your needs. Before deciding whether to retain assets in a 401(k) or rollover to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.


    Insurance Planning

    Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.


    My Team

    In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 25 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals ...more

    For Trevor Brody, financial planning isn’t a one-time event; it’s an ongoing process that requires honest and open conversation. Understanding that no two clients are alike, he believes his responsibility is to craft customized strategies tailored to each client’s unique needs and circumstances. He enjoys connecting with clients on a personal level and building strong, multi-ge ...more

    Melanie Duguid believes that planning is the first step toward financial independence. She begins every client relationship by exploring their personal values, needs, and commitments. She adheres to a disciplined investment philosophy, avoiding short-term fads and instead focusing on long-term performance and managing risk. With more than two decades of experience in the financial services industry, she is experienced in working with a diverse client base with complex financial and investment ne ...more

    Office Hours

    wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
    wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
    wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
    wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
    wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM
    wiseradvisor-balck-li-img Sat. 8:30 AM - 1:00 PM

    Communities Served

    Arlington Heights Barrington
    Buffalo Grove Chicago
    Crystal Lake Deerfield
    Evanston Fox Lake
    Glencoe Glenview
    Golf Hawthorn Woods
    Highland Park Highwood
    Hubbard Woods Lake Bluff
    Lake Forest Lake Zurich
    Libertyville Lincolnshire
    Lincolnwood Mundelein
    Naperville Northbrook
    Oak Park Palatine
    Park Ridge Round Lake
    Schaumburg Skokie
    Waukegan Wheeling
    Wilmette Winnetka

    Social Networks

    tweeter facebook linkedin