Sebold Capital Management, Inc. - Lisle, Illinois

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Sebold Capital Management, Inc.: A Comprehensive Overview

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Sebold Capital Management, Inc. is a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located at 2443 Warrenville Rd Suite 150, Lisle, IL 60532, and reachable at 05489700, Sebold Capital has cultivated a strong reputation for trust, expertise, and a client-centric approach. Their website, seboldcapital.com, serves as a central hub for information and resources, demonstrating their commitment to transparency and accessibility. The firm’s history speaks to a consistent dedication to helping clients achieve their long-term financial goals.

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Core Services and Expertise

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At its core, Sebold Capital Management specializes in financial planning, encompassing a wide range of services designed to cater to diverse client needs. These services often include retirement planning, investment management, estate planning, tax planning, and education savings. They possess a deep understanding of market dynamics and utilize sophisticated analytical tools to develop tailored strategies. The team’s focus is on building lasting relationships, viewing clients not just as accounts, but as partners in their financial journey. A key differentiator is their commitment to proactive communication and ongoing portfolio reviews, ensuring clients remain informed and aligned with their evolving objectives.

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Location and Accessibility

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The firm’s physical location at 2443 Warrenville Rd in Lisle, Illinois, provides a convenient and professional environment for client consultations. Sebold Capital Management prioritizes accessibility for all clients, evidenced by the availability of a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, the office features a wheelchair accessible restroom, reflecting a genuine commitment to inclusivity. Appointments are recommended to ensure dedicated attention and a thorough assessment of individual circumstances. The surrounding area offers ample amenities and convenient access to transportation.

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Client Feedback and Reputation

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Client feedback consistently highlights Sebold Capital’s professionalism and dedication. Numerous reviews on Google My Business, currently totaling five, showcase a strong level of satisfaction. The average opinion stands at 4.2 out of 5, indicating a generally positive experience. Testimonials frequently reference the team’s responsiveness, their depth of knowledge, and their ability to translate complex financial concepts into understandable terms. One long-standing client remarked, “My wife and I have worked with Sean and his team for well over twenty years and we have always been very pleased with their support, professionalism, and the expertise of their entire financial team. We have absolute trust in their financial guidance and really appreciate their quick response whenever we have a question about our retirement, the markets, etc. Sean and his team are terrific.” This sentiment underscores the firm’s commitment to building enduring relationships based on mutual trust and respect. Sebold Capital's approach suggests a focus on not just managing assets, but on guiding clients through the complexities of financial life.

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Key Features and Benefits

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• Personalized Financial Plans: Tailored strategies aligned with individual goals and risk tolerance.

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• Experienced Team: A team of seasoned professionals with extensive financial expertise.

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• Comprehensive Services: Covering a wide spectrum of financial needs, from retirement to estate planning.

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• Client-Centric Approach: Prioritizing client relationships and providing ongoing support.

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• Accessibility: Committed to providing a comfortable and accessible environment for all clients.

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The firm’s dedication to accessibility extends beyond physical features, encompassing a commitment to clear communication and proactive engagement. They understand that navigating the world of finance can be daunting, and they strive to demystify the process, empowering clients to make informed decisions. Sebold Capital’s commitment to education and transparency is a cornerstone of their service model.

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Contact Information and Resources

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For further information or to schedule an appointment, prospective clients are encouraged to contact Sebold Capital Management, Inc. directly. Their phone number is 05489700. The firm’s website, seboldcapital.com, provides detailed information on their services, team members, and investment philosophy. Clients can also find valuable resources, such as articles and guides, to enhance their financial literacy. Regularly checking the website and contacting the firm directly are recommended to stay informed about market updates and service offerings.

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"summary": "Sebold Capital Management, Inc. is a trusted financial planning firm offering personalized services and a client-centric approach to help individuals and families achieve their financial goals, demonstrating accessibility and a strong commitment to client relationships.",
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👍 Reviews of Sebold Capital Management, Inc.