Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Silver Oak Securities
Silver Oak Securities, Inc. is a full-service registered Investment Advisor and Broker Dealer with over 20 years of experience in the independent financial services community. We are an advisor-owned firm with a long-term business objective. As a full-service firm, we equip you with all the tools you need to experience independent success from the front office to the back office. Silver Oak has an intelligent and collaborative wealth management platform designed to simplify the complexity of digitization that connects financial leaders to your business. The platform provides a full range of products and services to meet the needs of today’s investors.
Grace Financial Consulting, LLC
Grace Financial Consulting, LLC, assists clients like you in navigating your financial circumstances throughout the divorce process. Their expertise lies as a Certified Divorce Financial Analyst CDFA® with 22 years’ experience in the financial industry, they assist in providing advisory services specifically tailored to individuals going through a divorce.
Danny Delgado, AWMA™, CRPC™
Founder and Financial Advisor
Danny Delgado is the founder of Arbor Financial Advisors LLC in Chicago. He holds Series 6, 7, 62, 63, and 65 securities registrations as well as his life and health insurance license. He has earned two financial services industry designations: the AWMA™ (Accredited Wealth Management Advisor) and CRPC™ (Chartered Retirement Planning Counselor).
Video: Why Danny Started Our Firm
Arbor Financial Services is a comprehensive financial advisory firm providing personalized financial planning and investment management services in Chicago. Our mission is help you plant the financial seeds to help you grow and thrive in life, helping you build a lasting legacy with deep roots.