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        Are you the millionaire next door or do you want to be? Let us help you build something special.

        General Info
        Capital Point Financial Group, LTD is a boutique financial planning firm with offices in Glenview, Illinois, Sarasota, Florida, and Fort Collins, Colorado, designed to better serve your unique financial needs. Our values, our people and our heritage define why we're here and where we're going to help create and protect your wealth. Started by John M. Selzer, Jr., CFP®, in the spring of 2002 after a successful financial service career with a Fortune 50 company, Capital Point Financial Group, LTD has an informal relationship with numerous accountants, attorneys and other professionals to assist clients’ quality of advice. Cutting-edge technology keeps the firm up to date as well. Capital Point Financial Group believe clients’ most important financial goal should be building retirement assets -- one of the only goals you can have that you can’t accomplish by taking out a loan. Welcome to our professional family. We look forward to taking the necessary steps to earn your trust and confidence in exploring your life’s goals, problems and challenges. We are competitors and our success is results-based. Our professional challenges are intellectually and emotionally stimulating. We share mutual, genuine respect with those around us. We find satisfaction in a job well-done. We aspire toward a noble cause and purpose. We strive to inspire positive behavior.
        Email
        Payment method
        discover, master card, visa, amex, cash, debit
        Location
        Di Paolo Ctr
        Accreditation

        Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Capital Point Financial Group, LTD., a registered investment advisor and separate entity from LPL Financial.

        Other Link

        https://capitalpointfinancial.com

        Category
        Investment Advisory Service

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        Details

        Phone: (847) 635-8435

        Address: 4350 Di Paolo Ctr Ste B, Glenview, IL 60025

        Website: https://capitalpointfinancial.com

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