Financial Directions Group, Inc.
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- Since 1989, we have provided businesses and individuals across the country with a broad range of financial services including benefits programs, insurance planning, investments and financial planning. No matter what stage you may be in, we have one goal: to help you make smart choices with your money.We offer a unique approach that emphasizes the client-advisor partnership and circumvents the limitations that may be found in more traditional advisory relationships.We offer a unique team of experienced specialists who can scrutinize all facets of your finances from health insurance to retirement plans to executive benefits to develop an integrated plan designed to help maximize return opportunities and reduce risk. Our specialists include CPAs, MBAs, CEBS, ChFCs, CWS®s and CFP® professionals.We specialize in providing professional financial services for corporate clients and businesses. With regards to employee benefits, we know the industry and marketplace and our independence allows us to recommend competitive benefits to help meet our clients objectives. In particular, we focus on health and welfare plans and retirement plans. Further, we offer benefits and human resources consulting, as well as executive incentive plans and owner benefit plans. For our individual clients, we offer services to include financial estate planning, investment planning and management, strategies for the affluent and entrepreneurial services. Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services a Registered Investment Advisor. Third party posts found on this profile do not reflect the view of First Allied and have not been reviewed by First Allied as to accuracy or completeness.
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Headquarters:5001 Weston Parkway Suite 200, Cary, North Carolina, United States
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Phone Number: +1 919-678-0007
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Website: https://www.financialdirections.com
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Employees:7
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Revenue:$1 - 10M
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Legal Name:Financial Directions Group, Inc.
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Financial Directions Group, Inc.'s Social Media
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| NAICS Code: 524126 |
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Frequently Asked Questions regarding Financial Directions Group, Inc.
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Where are Financial Directions Group, Inc.'s Headquarters?
Financial Directions Group, Inc.'s Headquarters are in 5001 Weston Parkway Suite 200,Cary,North Carolina,United States
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What is Financial Directions Group, Inc.'s phone number?
Financial Directions Group, Inc.'s phone number is +1 919-678-0007
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What is Financial Directions Group, Inc.'s official website?
Financial Directions Group, Inc.'s official website is https://www.financialdirections.com
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What is Financial Directions Group, Inc.'s Revenue?
Financial Directions Group, Inc.'s revenue is $1 - 10M
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What is Financial Directions Group, Inc.'s NAICS code?
Financial Directions Group, Inc.'s NAICS code is 524126
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How many employees are working in Financial Directions Group, Inc.
Financial Directions Group, Inc. has 7 employees
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What is Financial Directions Group, Inc.'s Industry?
Financial Directions Group, Inc. is in the industry of Financial Services
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Who is Financial Directions Group, Inc.'s President And Owner, Cpa And Cfp?
Financial Directions Group, Inc.'s President And Owner, Cpa And Cfp is Lori Spivey