Company Tagline
Helping you live life on your terms.
Industry Category
Business Keywords
Company Description
FMI Financial is a leading financial advisory and investment firm based in Oak Brook, Illinois, dedicated to transforming the way individuals perceive and manage their finances. Located at 1415 W 22nd St, Tower Floor, Oak Brook, Illinois 60523, US, FMI Financial is committed to providing comprehensive financial solutions tailored to each client's unique needs.
Specializing in investment management, financial planning, wealth management, and more, FMI Financial offers a suite of services designed to navigate life's major transitions with confidence. Whether it's college planning, retirement planning, legacy planning, or asset protection, FMI Financial leverages cutting-edge technologies to keep clients well-informed and empowered. The firm prides itself on transparency, independence, and a deep level of client engagement, ensuring that every decision aligns with the client's best interests.
With a focus on informed decision-making and maximizing portfolio value, FMI Financial is dedicated to helping clients achieve their financial goals. FMI Financial is here to guide you every step of the way. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further enhance FMI Financial's presence and reach.
Key Personnel / Employees
Compare Companies Side by Side
Compare FMI Financial with 3 companies in Financial-Services
| Comparison Field |
FMI FinancialMain Company |
Cadence BankView Profile |
Evelyn PartnersView Profile |
Astute Wealth Manage...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2007 | ||
|
Company Size
|
— | 5,001-10,000 | 1,001-5,000 | 11-50 |
|
City
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Oak Brook, Illinois | Tupelo, MS | Preston, Lancashire | |
|
Country
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United States | United Kingdom | ||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Advisory
Investment Management
Wealth Management
Financial Planning
Retirement Planning
Legacy Planning
Asset Protection
Portfolio Managment
|
15 Total
15 Unique
Unique Skills:
Asset-Based Lending
Business Banking
Commercial Banking
Commercial Real Estate
Consumer Loans
Credit Cards
+9
|
14 Total
2 Common
12 Unique
Match
25%
Common Skills:
Investment Management
Retirement Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+6
|
8 Total
8 Unique
Unique Skills:
Automatic Enrolment
Financial Advice
Inheritance Tax Planning
Investment Advice
Mortgage Advice
Pension Advice
+2
|
4
Total Companies2007
Oldest Founded2
Countries43
Unique SkillsSimilar Companies
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Alternative Company Names
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