SGL Financial Revenue
Financial Services • 
Vernon, Illinois, United States • 21-50 Employees
SGL Financial revenue & valuation
| Annual revenue | $2,481,095 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at SGL Financial
Steve Lewit
Founder And President
Katelyn Sabatini
Director Of Operations
Joseph Cordaro
Client Experience Director
Tracy Trendle
Executive Assistant To Chief Executive Officer
Gabriel Lewit
Ceo & Co-Founder
Jennifer Raimondi
Finance Director
Tracy Seagren
Director Of New Client Relations
Company overview
| Headquarters | 1130 West Lake Cook Rd, Suite 150, Buffalo Grove, Illinois 60089, US |
| Phone number | +18474993330 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Investment Planning, Asset Protection, Income Planning, Annuities, College Planning, Life Insurance, Long Term Care, Estate Planning, Retirement, Tax Preparation, Social Security Planning, Trusts & Probate, Diversification, Ira & 401(K) Rollovers |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
SGL Financial Email Formats
SGL Financial uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@sglfinancial.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@sglfinancial.com | 62.5% |
{first initial}{last name} | jdoe@sglfinancial.com | 37.6% |
About 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SGL Financial has 16 employees across 8 departments.
Departments
Number of employees
Funding Data
SGL Financial has never raised funding before.
SGL Financial Tech Stack
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