Capital Point Financial Group, LTD

www.capitalpointfinancial.com

Do you know your retirement number? Do you have a junk drawer mentality financially? Life likes to throw us curveballs – retirement, birth, death, job changes, just to name a few. Perhaps it feels as if these life-changing events are cluttered in your junk drawer, unorganized and looming. What if you had a plan that nudged you to take items out, dust them off and approach them head-on? What if this plan gave you financial confidence, worked towards each of your financial goals and path towards financial freedom. Capital Point Financial Group, LTD is a planning and investment management organization that provides advice on the financial questions you may not think to ask. Our company commits to a bias toward “yes” and taking action to implement the best financial route for every client. We help families pursue their lifetime financial goals and eventual legacy, and what we do manifests into a collaborative and relational culture for both our employees and clients. Our services include Investment Management, Financial Planning, and Wealth Management. If you’re ready to tackle your financial aspirations without hesitation or doubt, we welcome the opportunity to earn your trust and help you explore your life goals and challenges. Get in contact by calling 847-635-8435 or email john.selzer@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC sipc.org. Advisory services offered through Capital Point Financial Group, Ltd., a registered investment advisor and separate entity form LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Do you know your retirement number? Do you have a junk drawer mentality financially? Life likes to throw us curveballs – retirement, birth, death, job changes, just to name a few. Perhaps it feels as if these life-changing events are cluttered in your junk drawer, unorganized and looming. What if you had a plan that nudged you to take items out, dust them off and approach them head-on? What if this plan gave you financial confidence, worked towards each of your financial goals and path towards financial freedom. Capital Point Financial Group, LTD is a planning and investment management organization that provides advice on the financial questions you may not think to ask. Our company commits to a bias toward “yes” and taking action to implement the best financial route for every client. We help families pursue their lifetime financial goals and eventual legacy, and what we do manifests into a collaborative and relational culture for both our employees and clients. Our services include Investment Management, Financial Planning, and Wealth Management. If you’re ready to tackle your financial aspirations without hesitation or doubt, we welcome the opportunity to earn your trust and help you explore your life goals and challenges. Get in contact by calling 847-635-8435 or email john.selzer@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC sipc.org. Advisory services offered through Capital Point Financial Group, Ltd., a registered investment advisor and separate entity form LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Country

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State

Illinois

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City (Headquarters)

Glenview

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Employees

11-50

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Founded

2002

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Partner , Directer of Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner ( Cfp )

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner and Principal

    Email ****** @****.com
    Phone (***) ****-****

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