Schmidt Financial Group
Financial Services, 450 Skokie BLVD, Northbrook, Illinois, 60062, United States, 11-50 Employees
Phone Number: +13*********
Who is SCHMIDT FINANCIAL GROUP
SFG is a boutique insurance advisory firm which has thoughtfully served the high net worth marketplace for over 30 years with uncommon solutions to address the economic aspects of wealth ...
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Headquarters: 450 Skokie BLVD, Northbrook, Illinois, 60062, United States
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Date Founded: 2005
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6211
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Schmidt Financial Group
Answer: Schmidt Financial Group's headquarters are located at 450 Skokie BLVD, Northbrook, Illinois, 60062, United States
Answer: Schmidt Financial Group's phone number is +13*********
Answer: Schmidt Financial Group's official website is https://schmidtfinancial.com
Answer: Schmidt Financial Group's revenue is $5 Million to $10 Million
Answer: Schmidt Financial Group's SIC: 6211
Answer: Schmidt Financial Group's NAICS: 523930
Answer: Schmidt Financial Group has 11-50 employees
Answer: Schmidt Financial Group is in Financial Services
Answer: Schmidt Financial Group contact info: Phone number: +13********* Website: https://schmidtfinancial.com
Answer: SFG is a boutique insurance advisory firm which has thoughtfully served the high net worth marketplace for over 30 years with uncommon solutions to address the economic aspects of wealth transfer planning, estate planning, financial planning and business succession planning. As independent insurance advisors, we believe it is our mission to serve as the clients advocate and buyer to the insurance marketplace. Our Team The experts at SFG have a legacy of being thought leaders and providing intellectual capital to the life insurance industry. Independence The SFG firm mantra is to provide non-biased advice to our clients and their advisors. SFG has no affinity to any particular insurance company, rather represents the client to the insurance marketplace with the objective of delivering the optimal choice for each unique situation. Our Process SFG Underwriting Advocacy is an informal underwriting process which relies on the internal expertise and vigilant positioning of each case specifically tailored to obtain best-in-class results and exceptional cost savings while protecting client confidentiality. Analytics & Pricing Anomalies At SFG we deconstruct the most complex products and uncover the inherent value without bias in order to maximize the overall value proposition to our client. Service SFG is committed to the ongoing maintenance and review of all our insurance portfolios. Life insurance requires active management in order to keep up with the ever changing financial landscape.
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