Sgl Financial
SGL Financial offers comprehensive wealth management, investment, tax planning and insurance services at our home office in Buffalo Grove, Illinois and other locations throughout the United States. A Different View of Wealth We don’t view wealth in quite the same fashion as other financial organizations or networks. We believe that Real Wealth is found through your unique combination of the four wealth dimensions below. It’s our job as financial professionals to help you make better, wiser, and more effective financial decisions that positively affect every aspect of your life. Family & Friends What would life be like without them? We need to have family and friends there to support us in our time of need. To have them to love and love us in return. To have them share and experience life with us. It’s of the utmost importance. Meaning & Purpose Imagine a life without meaning? Where you had no desire to better yourself, improve your life or your existence? That’s right… we can’t imagine that either. Having a sense of meaning and purpose is very important in our lives. Money & Finances Of course, having money is important. We need it to accomplish many of our goals, hopes and dreams. It’s just important to realize that money itself is just an object. It’s just the fuel for your journey in life. We only need enough of it to accomplish what we desire. Health & Wellbeing With everything in life there is to experience and enjoy, without our health and wellbeing, we can’t take advantage of it. Keeping ourselves healthy, stress-free, and in shape is necessary to truly live our lives to the fullest.
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Verified contacts
27
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
194
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- JR
Jennifer Raimondi
Finance Director · Finance & Accounting
EmailPhone - JC
Joseph Cordaro
Client Experience Director · Customer/Client Service
EmailPhone - KS
Katelyn Sabatini
Director of Operations · Operations
EmailPhone - ID
Indrojit Dutta
Change Manager · General Business & Management
EmailPhone - SD
Sarai Delgado
Executive Assistant Office Manager · Operations
EmailPhone - MB
Mariah Babjak
Human Resources Specialist · Human Resources
EmailPhone - RE
Robert Eisenberg
Investment Advisor · Finance & Accounting
EmailPhone - TT
Tracy Trendle
Executive Assistant to Chief Executive Officer · General Business & Management
EmailPhone - WA
Wasim Ahmed Ahmed
Software Engineer · Information Technology
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Sgl Financial
21 distinct titles indexed · top 10 shown.
- 2finance director
- 1- -
- 1administrative assistant
- 1assistant executive
- 1assistant financial planner
- 1change manager
- 1client experience director
- 1director of new client relations
- 1director of operations
- 1executive assistant office manager
- +11more titles
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