DOWNERS GROVE – Financial adviser Dharmesh Goel announced Tuesday the opening of his new wealth advisory group, Glen Oak Financial, Inc.
Goel has been in the insurance, investment and wealth advisory business as an adviser for Eagle Strategies for 10 years.
"This is a very exciting time for us, and actually, it is for our clients as well," he said in a statement. "This is much more than just a name change. It is an expansion of services and products to better serve our clients with a more holistic approach to managing their assets and providing them with peace of mind when it comes to their retirement and legacy.
"I have been in the insurance business since 2005. During that time, my team and I have worked hard, always tried to provide the highest level of service, have been committed to continuing education and have simply evolved as an organization.”
At this time the Glen Oak office is not moving. While it will ultimately relocate to its own building, for the time being it will remain in their current offices in the New York Life branch office in Downers Grove.