Spotlight Asset Group

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Oakbrook Terrace, United States

spotlightassetgroup.com
Financial consultant· Investment Management· Investment service· Financial planner

Spotlight Asset Group Reviews | Rating 3 out of 5 stars (5 reviews)

Spotlight Asset Group is located in Oakbrook Terrace, United States on 2 Mid America Plaza Ste 710. Spotlight Asset Group is rated 3 out of 5 in the category financial consultant in United States. At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.

Address

2 Mid America Plaza Ste 710

Phone

+1 6302306840

Company size

11-50 employees

Headquarters

Oakbrook Terrace, Illinois

Founded

2016

Accessibility

Wheelchair-accessible entrance

Open hours

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