SGL Financial

SGL Financial

Financial-Services

Buffalo Grove, Illin...
United States
Company Tagline

SGL Financial provides a host of financial services, including retirement, investment and insurance planning.

Industry Category
Financial-Services
Company Description

SGL Financial is a leading provider of comprehensive financial services, dedicated to helping clients achieve their financial goals through personalized and strategic planning. Located at 1130 West Lake Cook Rd, Suite 150, Buffalo Grove, Illinois 60089, US, SGL Financial offers a wide array of services, including retirement planning, investment management, and insurance solutions.

SGL Financial believes in a holistic approach to wealth management, focusing on the four dimensions of real wealth: family & friends, meaning & purpose, money & finances, and health & wellbeing. By integrating these elements into their financial strategies, SGL Financial empowers clients to make informed decisions that positively impact every aspect of their lives. The firm’s specialties include tax planning, social security planning, investment planning, and estate planning, ensuring that clients receive tailored advice to meet their unique needs.

With a commitment to excellence and client satisfaction, SGL Financial strives to provide unparalleled service and build long-lasting relationships. SGL Financial understands that financial success is not just about accumulating wealth, but about creating a fulfilling and secure future. We invite the manager of SGL Financial to create a customized and exclusive company showcase and product listing on our platform, allowing you to further highlight the unique value and services offered by SGL Financial.

SGL Financial est un fournisseur de premier plan de services financiers complets, dédié à aider ses clients à atteindre leurs objectifs financiers grâce à une planification personnalisée et stratégique. Situé au 1130 West Lake Cook Rd, Suite 150, Buffalo Grove, Illinois 60089, États-Unis, SGL Financial offre une large gamme de services, notamment la planification de la retraite, la gestion des investissements et les solutions d'assurance.

SGL Financial croit en une approche holistique de la gestion de patrimoine, en se concentrant sur les quatre dimensions de la richesse réelle : la famille et les amis, le sens et le but, l'argent et les finances, et la santé et le bien-être. En intégrant ces éléments dans leurs stratégies financières, SGL Financial permet à ses clients de prendre des décisions éclairées qui ont un impact positif sur tous les aspects de leur vie. Les spécialités de l'entreprise comprennent la planification fiscale, la planification de la sécurité sociale, la planification des investissements et la planification successorale, garantissant ainsi que les clients reçoivent des conseils personnalisés pour répondre à leurs besoins uniques.

Avec un engagement envers l'excellence et la satisfaction de la clientèle, SGL Financial s'efforce de fournir un service inégalé et d'établir des relations durables. SGL Financial comprend que le succès financier ne consiste pas seulement à accumuler de la richesse, mais à créer un avenir épanouissant et sûr. Nous invitons le directeur de SGL Financial à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, vous permettant de mettre davantage en évidence la valeur et les services uniques offerts par SGL Financial.

Key Personnel / Employees
Gabriel Lewit Steven Thomas Lauren Martin Steve Lewit

Compare Companies Side by Side

Compare SGL Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
SGL Financial
SGL Financial
Main Company
Kaspian Group, Inc
Kaspian Group, Inc
View Profile
Moore Financial
Moore Financial
View Profile
Sterling Wealth Management, LLC
Sterling Wealth Mana...
View Profile
Founded Year
2001 1976 2019
Company Size
2-10 2-10 2-10
City
Buffalo Grove, Illinois Woodcliff Lake, New Jersey Frederick, Maryland Ocala, FL
Country
United States United States United States
Skills & Keywords Comparing with main company
21 Total Skills
Financial Services Wealth Management Retirement Planning Investment Management Tax Planning Estate Planning Insurance Solutions Social Security Planning Investment Planning College Planning Income Planning Asset Protection Trusts & Probate Investments Retirement Diversification Long Term Care Tax Preparation IRA & 401(k) Rollovers Annuities Life Insurance
13 Total 1 Common 12 Unique
Match 5%
Common Skills:
Retirement Planning
Unique Skills:
Bank Financing Business Accounting Business Planning Cash Flow Management Certified Public Accounting Financial Analysis +6
14 Total 1 Common 13 Unique
Match 5%
Common Skills:
Wealth Management
Unique Skills:
401(k) Planning Bonds Education Planning ETFs Financial Planning IRA Strategies +7
9 Total 9 Unique
Unique Skills:
Fiduciary Advisor Final Expense Financial Planning Income Investment IRA & 401 K Rollover Legacy Planning +3
4
Total Companies
1976
Oldest Founded
1
Countries
54
Unique Skills

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Alternative Company Names

This company is also known as

SGL Financial SGL金融 एसजीएल फाइनेंशियल SGL Financiero SGL المالية SGL Financier SGL Финансы SGL Financeiro