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Business Profile

Financial Planning Consultants

SGL Financial
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(847) 499-3330Write a Review

About

Overview

SGL Financial

1130 W Lake Cook Rd Ste 150

Buffalo Grove, IL 60089-1993

View Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 2:30 PM
Closed
Closed

BBB Accreditation & Rating

SGL Financial is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

SGL Financial provides investment services including Financial Planning, Insurance Consulting, and Investment Advisory Services.

 

BBB Accredited Since: 10/6/2017

Years in Business: 15

Products and Services

- Comprehensive Wealth Management

- Financial Planning

- Retirement Planning

- Investment Management

- Income Planning

- Tax Preparation

- Tax Planning

- Insurance Planning

- Healthcare Planning

- Estate and Legacy Planning

- Business Planning

Photos and Videos

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Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
9/7/2017
Business Started:
5/4/2011
Business Incorporated:
5/4/2011
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Wealth Financial Advisory Services
Business Management:
Mr. Gabriel Lewit, CEO/Owner
Mr. Steve Lewit, President/Owner
Number of Employees:
34

Additional Contact Information

Principal Contacts
Mr. Gabriel Lewit, CEO/Owner
Customer Contacts
Mr. Gabriel Lewit, CEO/Owner
Additional Phone Numbers
Other Phone: (224) 394-4726
Other Phone: (847) 499-3029
Other Phone: (847) 499-3101
Other Phone: (847) 499-3136
Other Phone: (847) 499-3331
Other Phone: (847) 499-3332
Other Phone: (847) 499-3333
Other Phone: (847) 499-3337
Other Phone: (847) 499-3344
Other Phone: (847) 499-3453
Other Phone: (847) 499-3647
Other Phone: (847) 499-3773
Other Phone: (847) 499-3777
Additional Websites
sglfinancial.com/blog/
Social Media

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Internal Revenue Service
230 S. Dearborn St. 17th Floor
Chicago IL 60604
Phone Number: (312) 566-4912
http://www.irs.gov
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Tax Return Preparation, Retirement Planning Services, Investment Advisory Services, Investment Management, Fee Only Financial Advisor

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