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portrait of Scott M Seifert
FINANCIAL ADVISOR

Scott M Seifert

CFP®
1436 Lee Street, Des Plaines, IL 60018opens in a new window
CallSend Me a Message

About Scott

1) WHO WE SERVE
We help families create effective strategies so they can focus on areas of their life that give them comfort, meaning and purpose. Most of our clients share these characteristics:
- Attorneys, CPAs or families in need of help with estate settlement
- Corporate executives
- Entrepreneurs
- Families with wealth transfer concerns
- Clients with accounts in many different places that lack a cohesive plan

2) WHAT WE PROVIDE
- Tailored strategies (no one-size-fits-all)
- Compassionate guidance through difficult markets
- Behavioral coaching as it relates to big financial decisions
- Strategies for retirement planning and retirement income
- Protection and legacy strategies

3) WHAT WE LOOK FOR...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesNovember 1998 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Illinois State UnivBachelor of Science

Personal Interests

  • Sailing
  • Hockey
  • Traveling

Team Members

  • Lori Frisch
    Sr. Branch Office Administrator
  • Heaven Hernandez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(847) 299-7233

Fax

(888) 259-2929

Office Address

1436 Lee Street
Des Plaines, IL 60018opens in a new window

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