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      Details

      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.

      HoursOPEN NOW
      Regular Hours:
      Mon - Sun

      Contact Info

      Phone:

      Main - 847-635-8435

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

      Link:

      https://capitalpointfinancial.com

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      Category
      Investment Advisory Service
      Payment Options
      visa, amex, cash, debit, discover, master card
      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.

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