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Financial Planning > UHNW Client Services > Family Office News

Ohlson Group Opens Chicagoland Office

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The Ohlson Group, Inc., Indianapolis, has announced the opening of their Rosemont, Illinois office. Nicholas R. Ohlson, a marketing consultant with the firm, will manage the new office.

“This additional location allows us to be close to our agents in this very important geographic area,” says Raymond J.Ohlson, CLU, President and CEO of The Ohlson Group. “The Chicagoland area, Milwaukee, Madison, Detroit, and northwest Indiana have been explosive growth markets for us. In addition to saving time and money traveling to and from the area, we are now able to give even better service to our agents – and that’s the most important reason for the new office!”

Ray Ohlson adds that this move will be seamless. “Technology allows us to have the same phone number and the same database in both Indianapolis and Chicago. Our clients won’t notice anything different when they call. Nick will also be in the Indianapolis office one week per month.”

The new Chicago office is the first move outside of Indianapolis for The Ohlson Group which is also in discussions with other small to mid-sized firms in the Southeast and Midwest that would like to enjoy the benefits of associating with the Ohlson brand.

Nick Ohlson has been with the company for five years. He graduated with a degree in business from the prestigious Kelley School of Business at Indiana University (Bloomington, IN) and worked for Zurich North American in Schaumburg, Illinois before joining The Ohlson Group. Nick has developed a reputation as an “advanced case design” guy. He will finish his last ChFC course (Chartered Financial Consultant) through The American College in the first quarter of 2009. Nick Ohlson adds, “The insurance and financial service business has been in my blood for a long time. I grew up in an insurance family and realize the tremendous services that agents perform. I look forward to continuing to work with the agents I deal with daily and to carrying The Ohlson Group banner to new agents in this new territory.”

New office address:
O’Hare Rosemont Center
5600 River Road – Suite #801
Rosemont, IL 60018
1-877-844-0900 (toll free)
317-844-4411 (local)


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