Sound Investment Group, LLC
LPL Financial Advisors
A sound investment strategy begins with you, your goals, objectives and dreams. Your success is our business.
Our goal as your trusted financial advisor is to know each of our clients personally and to make certain that we clearly understand and document what they are striving to accomplish throughout their lifetime.
We work diligently to sort out the collection of investments that our clients have acquired and are integral in developing a plan that they understand. In many cases this will be the first step in giving them the peace of mind that they are looking for from their investment portfolios. With the plethora of investment options available in their 401k retiremnt plans, IRA's, investment accounts and Trusts, support from a trusted financial advisor only makes good sense.
With the latest state of the art technology our advisors easily assist clients from coast to coast and regularly conduct in-person client reviews. With our headquarters being located in the Western Suburbs of Chicago we are easily accessible on short notice to schedule meetings with out of town visitors and local clients.
We are proud to provide support to the local commuities of Naperville, Aurora, Geneva, Wheaton, Lemont, Downers Grove and many others.
Our team is trained to provide world-class personalized service through our experienced and knowledgeable staff. Prompt attention to the smallest details, regular outgoing communication and your requests are quickly expedited. Collectively we stay focused on our clients long term plans and assists them by guiding them through some of the toughest financial decisions they will face over their lifetimes.
Thank you for considering Sound Investment Group.