Steve Lewit
Founder and President at SGL Financial | Buffalo Grove, Illinois, United States
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Steve Lewit is a seasoned financial services professional and the visionary Founder and CEO of SGl Financial, where he has established a holistic approach to financial planning that transcends traditional methodologies. With a robust background in Retirement Planning, Wealth Accumulation, and Business and Succession Planning, Steve has cultivated a reputation for delivering comprehensive financial solutions tailored to the unique needs of individuals and businesses alike. His expertise encompasses a wide array of financial instruments, including IRAs, Roth IRAs, pensions, and securities, allowing him to provide clients with well-rounded strategies that prioritize long-term financial health over mere transactional sales.
At SGl Financial, Steve leads a dynamic team of experts from diverse fields—financial, insurance, legal, and accounting—who collaborate to create integrated financial plans that address the multifaceted aspects of wealth management. This team-centric approach ensures that clients receive not only financial advice but also legal and tax considerations, fostering a more complete understanding of their financial landscape. Key projects under Steve's leadership include the development of proprietary planning systems that emphasize personalized strategies and ongoing support, enabling clients to navigate complex financial decisions with confidence.
Steve's commitment to education and empowerment is evident in his proactive engagement with clients, helping them to understand the intricacies of asset management and financial analysis. His passion for guiding individuals and families toward achieving their financial goals is matched by his dedication to fostering a culture of integrity and trust within the financial services industry. Through SGl Financial, Steve Lewit continues to redefine the standards of financial planning, ensuring that each client’s aspirations are at the forefront of their financial journey.
Founder and President at SGL Financial in June 1992 to Present
CEP at United Advisors in January 1996 to January 2015
CEP at United Advisors in January 1996 to January 2015
CEP at United Advisors in January 1996 to January 2015
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Retirement
Fixed Annuities
Insurance
Health Insurance
Term Life Insurance
Financial Planners
Wealth
Financial Education
Retirement Planning
Life Insurance
Marketing
Financial Services
Estate Planning
Strategic Financial Planning
IRAs
Long-term Care
401k
Sales
Investment Management
Disability Insurance
Financial Advisory
Investments
Small Business
Investment Strategies
Roth IRA
Mutual Funds
401k Rollovers
Wealth Management
Universal Life
Series 7
Whole Life
Personal Finance
Wealth Accumulation
Long Term Care Insurance
Wealth Management Services
Pensions
Asset Allocation
Finance
Securities
Investment Advisory
Portfolio Management
Asset Management
Employee Benefits
Equities
Alternative Investments
Bonds
Financial Analysis
Business Planning
Financial Markets
Strategic Planning
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Discover more about SGL FinancialWhat is Steve Lewit email address?
Email Steve Lewit at [email protected]. This email is the most updated Steve Lewit email found in 2026.
What is Steve Lewit phone number?
Steve Lewit phone number is +13217956123 and +18472745986.
How to contact Steve Lewit?
To contact Steve Lewit send an email to [email protected]. If you want to call Steve Lewit try calling on +13217956123 and +18472745986. (updated on October 31, 2024)
What is Steve Lewit net worth?
Steve Lewit has an estimated net worth of $750,000 to $999,999
What company does Steve Lewit work for?
Steve Lewit works for SGL Financial
What is Steve Lewit's role at SGL Financial?
Steve Lewit is Founder and President
What industry does Steve Lewit work in?
Steve Lewit works in the Financial Services industry.
Steve Lewit Email Addresses
Steve Lewit Phone Numbers
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