Overview
Headquarters
Okemos, Michigan
Category
Custom Solutions to the Affluent
Five managing Partners with, on average, over 20 years experience each in the Financial Services Industry. Along with our 18 Regional Specialists, we bring complimentary backgrounds, to assist in the planning process for the Advisors we support. Our mission is to exceed client expectations in both service and performance. We accomplish this by using unique custom financial strategies. All clients’ solutions are tailored to meet their personal goals and objectives. FSG is chartered to support the Representatives by providing Estate and Business Strategies, Insurance Marketing and advice using a platform of advised choice. Wealth Preservation and Transfer (Comprehensive Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness) Wealth Accumulation (Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies) Business Planning (Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits) The Financial Strategies Group Management Consulting Services Security Broker/Dealer Financial Strategies Group LLC in Saint Helena, CA is a private company categorized under Business Services (Unclassified). Current estimates show this company has an annual revenue of $110,000 and employs a staff of approximately 2. Financial Strategies Group Wealth Management - Financial Planning, and investing group in London OntarioYOU'VE WORKED HARD AND YOU'VE SAVED You deserve financial security - the kind that comes from having a well designed and carefully implemented plan. But it's a big job. You need someone you can trust to coach you through the process, a navigator who has already been around the block, a qualified professional who will look at the big picture with you and then put all the pieces of your p Financial Planning Consultants This company offers a variety of services including money management, retirement accounts and college saving plans. This company states they offer information and advice to fund college programs. According to information supplied by the company, it offers financial planning, portfolio management, retirement income planning, estate planning and tax reduction strategies. Financial Strategies Group, Inc is located in Flowood, MS, United States and is part of the Financial Planners & Investment Advisers Industry. Financial Strategies Group, Inc has 9 total employees across all of its locations and generates $810,000 in sales (USD). Financial Strategies Group, Inc is located in Flowood, MS, United States and is part of the Financial Planners & Investment Advisers Industry. Financial Strategies Group, Inc has 9 total employees across all of its locations and generates $810,000 in sales (USD). (Sales figure is modelled).
