Financial Strategies Group, Inc.
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- Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. At Financial Strategies Group Inc. we believe in the power of diversification as proven through Modern Portfolio Theory. We also believe that investment decisions should be made with a long term perspective and that performance is most efficiently achieved through global diversification across several asset classes. Portfolios are structured at FSG with the belief that, with few exceptions, no one manager, style of investment, investment strategy, or fund family is capable of creating an optimal portfolio. With careful consideration for taxes*, cost, and inflation we strive to develop recommendations that fit each clients unique goals, time horizons, and risk tolerance. Mark Carter, Brandon Carter, Brice Carter, Kyle Cooper, Justin Meyer, Ronald Thompson and Ronald Thompson II with Financial Strategies Group provide quality financial strategies, and offer insurance, financial services and employee benefits to businesses and individuals. These associates are licensed (not in all jurisdictions) to sell insurance through New York Life Insurance Company and other unaffiliated insurance companies. They are Registered Representatives of NYLIFE Securities LLC, Member FINRA/SIPC at 333 Bridge Street NW Suite 600 Grand Rapids, Michigan 49504 T: (616) 752-4500 These associates (except Ronald Thompson II) are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. Neither Financial Strategies Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Financial Strategies Group is not owned/operated by New York Life Insurance Company or its affiliates.
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Headquarters:2270 Jolly Oak Road Suite 2, Okemos, Michigan, United States
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Phone Number: +1 517-347-4337
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Website: https://www.fsgmichigan.com
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Employees:12
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Revenue:$1 - 10M
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Legal Name:Financial Strategies Group, Inc.
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Financial Strategies Group, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Financial Strategies Group, Inc.
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Where are Financial Strategies Group, Inc.'s Headquarters?
Financial Strategies Group, Inc.'s Headquarters are in 2270 Jolly Oak Road Suite 2,Okemos,Michigan,United States
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What is Financial Strategies Group, Inc.'s phone number?
Financial Strategies Group, Inc.'s phone number is +1 517-347-4337
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What is Financial Strategies Group, Inc.'s official website?
Financial Strategies Group, Inc.'s official website is https://www.fsgmichigan.com
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What is Financial Strategies Group, Inc.'s Revenue?
Financial Strategies Group, Inc.'s revenue is $1 - 10M
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What is Financial Strategies Group, Inc.'s NAICS code?
Financial Strategies Group, Inc.'s NAICS code is 523930
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How many employees are working in Financial Strategies Group, Inc.
Financial Strategies Group, Inc. has 12 employees
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What is Financial Strategies Group, Inc.'s Industry?
Financial Strategies Group, Inc. is in the industry of Financial Services
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Who is Financial Strategies Group, Inc.'s Chief Operations Officer?
Financial Strategies Group, Inc.'s Chief Operations Officer is Brittany Culver