SGL Financial - Buffalo Grove, Illinois

Address: 1130 W Lake Cook Rd Ste 150, Buffalo Grove, IL 60089.
Phone: 74993330.
Website: sglfinancial.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of SGL Financial

☎️74993330

⏰ Open Hours of SGL Financial

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: Closed
Saturday: Closed
Sunday: Closed

Overview of SGL Financial

SGL Financial, located at Address: 1130 W Lake Cook Rd Ste 150, Buffalo Grove, IL 60089, offers expert financial planning and consulting services. With a dedicated telephone line Phone: 74993330, clients can easily reach out for guidance. Their professional services cater to individuals seeking to manage their finances wisely, making them a valuable resource in the Buffalo Grove area.

Location and Accessibility

SGL Financial prides itself on being wheelchair accessible, ensuring that everyone can enjoy their services without barriers. The office boasts a wheelchair accessible entrance, accessible parking lot, and wheelchair accessible restroom, emphasizing their commitment to inclusivity. For those with mobility issues, this is a significant plus.

Appointment Information

It's important to note that an appointment is necessary to schedule a consultation. Given the positive feedback from clients, it's recommended that interested parties make an appointment to take full advantage of the personalized advice offered. The necessity of an appointment also suggests that the professionals at SGL Financial are dedicated to providing focused and thorough support.

Customer Insights

Based on the reviews on Google My Business, SGL Financial has garnered a respectable average opinion of 3.7/5. This indicates a generally satisfied clientele. Testimonials like "Gabriel and team have been excellent financial partners. Highly recommend" highlight the company's ability to deliver thoughtful, sound advice with a high level of accessibility and service quality.

Key Features

Financial Planning and Consulting: SGL Financial specializes in helping clients navigate their financial futures.
Accessibility: Features make the office welcoming and usable for individuals with disabilities.
Appointment System: Ensures personalized attention and service.
Online Presence: Their website sglfinancial.com provides further information and possibly online services.

Recommendation for Prospective Clients

For anyone in the Buffalo Grove area seeking professional financial advice, SGL Financial stands out as a reliable choice. Their commitment to accessibility and personalized service, coupled with a positive customer base, makes them worth considering. To explore their offerings further, visit their website sglfinancial.com or call them directly at Phone: 74993330 to schedule an appointment. Don't miss the opportunity to benefit from their expert guidance in managing your financial future.

This comprehensive overview should provide a clear picture of what to expect from SGL Financial and encourage potential clients to take the next step in their financial planning journey.

👍 Reviews of SGL Financial

Brian G.

5/5

Gabriel and team have been excellent financial partners. Thoughtful, sound advice and excellent accessibility and service. Highly recommend.

tamara S.

1/5

I had a horrific experience with Steve Lewit, SGL Financial. My husband and I purchased IRA annuities in 2011 for retirement income. Unfortunately, my husband passed away, and I found out that upon his death the income rider was terminated. As it turned out, Steve made a mistake when filling out our paperwork, but refused to take the responsibility. He started with apologies and ended up with lies and insults Not exactly a fiduciary, but a rather a cheap salesman with no conscience.
---- response ‐-----

Steve, stop lying. You claim you offered 'better than before' solution. Send it for my review, and I will admit that such a solution was provided. Until then, keep you misinformation to yourself.

PS: Steve, I am a savvy investor, and luckily, my income can survive your screw up. That may not be the case for everybody, and I shared my experience as a cautionary tale for future customers. There are good, honest, and competent people out there, even among annuity brokers. You are just not one of them.

T

5/5

I cannot say enough good things about Steve and the entire SGL Financial team! Beyond their economic and financial knowledge and expertise (which are second to none), they are just very wonderful people: very honest, caring, helpful, insightful, friendly! We always look forward to our personal meetings with Steve; they are relaxing and informative. He explains things in a clear and understandable way with a touch of humor, which my wife is especially grateful of! Steve’s advice and guidance is spot on, we have never been disappointed or sorry for following. And, his workshops and market updates are very informative and enjoyable as well. I’ve made numerous decisions in my life and teaming up with Steve and SGL is one of the best. Our heartfelt thanks to Steve, Gabriel, Joe, Sarai and the entire SGL team!
We love you!
PS: I really enjoy the chocolates and cookies as well!

Tom S.

5/5

My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.

Jim L.

1/5

If they'd just send me the damn book instead of calling constantly to "confirm" my address, my opinion might be different.

Elizabeth S.

5/5