CAL Financial Group, Inc.755 McArdle Drive, Suite C Crystal Lake IL 60014 (815) 459-0009 office(815) 823-1325 fax
800 E. Northwest Hwy, Suite 700Palatine IL 60074(847) 776-8335
Charles Lutzow, ChFC, CFS founded CAL Financial Group Inc. and CAL Financial Inc. CAL Financial Group specializes in Mergers & Acquisitions and is known for its professionalism and integrity. CAL Financial Group, Inc is registered as a Business Broker with the State of Illinois. CAL Financial Inc. is an Insurance firm which specializes in working with Individuals, Families and Business Owners.
Mr. Lutzow received his Bachelor of Arts degree from Loyola University of Chicago. He is licensed in all forms of insurance. He has earned the following prestigious designations:
Twice Mr. Lutzow was elected to serve as Alderman in the City of Prospect Heights and was also elected to the position of Township Trustee in Algonquin Township. He also serves as an advisor to elected officials across the US.
Office: 815-459-8631 Fax: 815-823-1325 E-Mail: clutzow@calgrpinc.com Location: Crystal Lake, Illinois
Bruce Claflin is a Senior Partner in the CAL Financial Group. Bruce works to attract and develop top talent to the Small Business transfer market for CAL Financial Group. With 25 years of financial planning experience, Bruce focuses on Financial Planners and Wealth Advisors with the critical eye for detail that is required to act as a business intermediary. Bruce actively coaches professionals in the areas of estate planning and advanced strategies for the small business owner. Prior to joining CAL Financial Group, Bruce helped launch, grow, and subsequently sell three regional financial services companies and represented two other global financial firms. Bruce is also President of Coldwater Consulting, a Minnesota based LLC serving clients in the upper Midwest and Great Lakes area. Coldwater Consulting specializes in distribution building, sales development and productivity enhancement. In conjunction with CAL Financial Group, Coldwater Consulting provides support in the areas of business acquisition and divestiture, and business valuation. Bruce is a series 24 Registered Principal.
Office: 612-296-6556 Fax: 651-487-3192 E-Mail: bclaflin@calgrpinc.com Location: Minneapolis, Minnesota
Mark is a Registered Business Broker with the State of Illinois and graduate of the University of Wisconsin-Whitewater. Over his 25 year career, Mark has developed an extraordinary business insight having owned several companies while also working with many Fortune 500 organizations. With his experience, Mark brings a wealth of business and financial knowledge to work with both buyers and sellers in a transfer of business ownership. Additionally, Mark is a well known professional in the Rockford/Northern Illinois and Southern Wisconsin area and served(s) as a Director for a number of Charitable, Professional and Social Boards. Honest, candid, discreet, ethical, diplomatic, imaginative and personable are some of his character strengths and has served him well in his professional relationships.
Office: 815-222-9588 E-Mail: modonnell@calgrpinc.com Location: Rockford, Illinois
Office: 847.672.6166 Cell: 847.627.0231 Fax: 312.212.5920 E-Mail: tonym@calgrpinc.com Location: Libertyville, Illinois
Office: 224-433-6041 Cell: 815-715-4600 Fax: 224-220-5087 E-Mail: cmurphy@calgrpinc.com Location: Vernon Hills, Illinois
Office: 708-957-5197 Cell: 708-860-9768 E-Mail: jkleinow@calgrpinc.com Location: Homewood, Illinois
Quakertown, Pennsylvania (215) 529-7815-office (267) 269-5368-cell jlanzetta@calgrpinc.com
Office: (859) 341-3000 Cell: (859) 760-2601 Fax: (859) 372 - 7573 e-mail: bmillson@calgrpinc.com Location: Florence, KY
Chicago, Illinois (312) 254-5022 business (312) 882-3670 cell (312) 276-4394 fax adavis@calgrpinc.com