Robert Eisenberg
Build wealth, preserve it, and live your life with financial freedom.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Build wealth, preserve it, and live your life with financial freedom.
About Robert Eisenberg
Hi, I'm Rob Eisenberg. As a Fiduciary financial planner for over 20 years, my specialty lies in understanding the full financial picture and crafting risk-managed solutions tailored to each client's needs. By combining insurance and investments choices, clients can select the path that best works for them. Each of my recommendations is integral to a 4-Pillar Financial Plan that my team and I develop to serve as a comprehensive financial blueprint for your future.As a former options market maker at the CBOE, applying risk management disciplines becomes incredibly useful when constructing client portfolios. I enjoy collaborating with clients both locally and nationwide to assist them in achieving their tax, wealth, and estate planning goals.
I grew up in Northbrook, IL and my wife Rachel and I have two children, Makenzie and Reese. My passions outside of family are pickleball, golf, and photography.
Primary Location
1130 W. Lake Cook Road, Suite 150 Buffalo Grove, Illinois 60089
Video
About SGL Financial
At SGL Financial, we understand you need someone you can trust to help manage your wealth, prepare for the future, and to ensure your money lasts throughout your retirement years. As Fiduciaries, our advisors are always acting in your best interest and putting your needs first. Through our unique and comprehensive 4-Pillar Planning Process, we’ll help you achieve the financial future and picture-perfect retirement you’ve always dreamed of.Comprehensive wealth management goes beyond just investments. Our holistic approach provides a wide range of integrated financial services, all under one roof, and all overseen by our experienced executive leadership team including a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Public Accountant™ (CPA®), a Certified Estate Planner™ (CEP®), and more.
While other advisory firms focus on investment management, that’s only one piece of the puzzle at SGL Financial. We take a 360-degree holistic view of your financial and retirement planning, providing the financial planning expertise and ongoing guidance you need, all under one roof.
- Comprehensive Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management
- Income Planning
- Tax Preparation
- Tax Planning
- Insurance Planning
- Healthcare Planning
- Estate and Legacy Planning
- Business Planning
At SGL Financial, our client relationships mean everything to us. Your success is our all-consuming focus. Your concerns are our concerns. Your celebrations are our celebrations!
When we work together, we truly partner with you for a lifetime of financial guidance, planning, and service. Each member of our team is committed to delivering you the best, always.
SEC Lookup
View DisclosureWealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
