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Business Profile

Financial Planning Consultants

SGL Financial, LLC

About

About This Business

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

 

For more information on SGL Financial LLC, please refer to their Paladin Research & Registry Profile.

BBB Accredited Since: 10/6/2017

Years in Business: 14

Photos and Videos

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Business Details

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
Mrs. Jennifer Raimondi, Director of Finance
Number of Employees:
15

Additional Contact Information

Principal Contacts
Mr. Gabriel Lewit, CEO/Owner
Customer Contacts
Mr. Gabriel Lewit, CEO/Owner

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]

Latest Reviews

  • Tamara S

    "I had a horrific experience with *********************, SGL Financial. My husband and I purchased *** annuities in 2011 for retirement income." ... Read full review

View all Reviews

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