Also known as sgl financial
SGL Financial is a financial planning and investment firm in Buffalo Grove, Illinois, founded in 2011. It reports approximately $416 million in assets under management. The firm provides individuals and families with customized financial plans and investment strategies. It describes itself as a fiduciary, holistic, fee-transparent, one-stop advisory firm that acts as a client's personal CFO. Co-founder Steve Lewit is the author of the book The Perpetual Retirement Income Machine, which the firm offers as a free eBook.
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SGL Financial is a wealth manager based in Buffalo Grove, United States, managing approximately $416M in assets.
SGL Financial is headquartered in Buffalo Grove, United States.
SGL Financial manages approximately $416M in assets under management.
SGL Financial was founded in 2011.
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