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Financial Service Group, Inc. Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Financial Service Group, Inc. is a small fee-only financial advisory firm based in Mount Pleasant, Wisconsin. Nationally registered, it delivers client-centered financial life planning that encompasses retirement planning, portfolio management, personal risk management, tax strategies and preparation, family dialogues, career asset management, and elder life planning. The firm emphasizes integrated planning that aligns finances with clients' life goals. It has supported clients for more than four decades. In March 2023, it announced that Terri was promoted to Chief Operations Officer.

Find Financial Service Group, Inc. employees' phone numbers or email addresses

Financial Service Group, Inc. Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Europe
1

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  • Germany
    1

Financial Service Group, Inc.'s Leadership

  • Stylized image of a person
    A. M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Clerical Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Position In Communications
    Phone icon
    Mobile Phone

Financial Service Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Sales
  • Other
  • Quality Assurance
  • Branding

Contact profiles from Financial Service Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
    Mobile Phone
    Sep 30, 2025
  • Stylized image of a person
    K. M.
    Clerical Assistant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Position In Communications
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Financial Service Group, Inc. known for?

Minus sign iconPlus sign iconFinancial Service Group, Inc. was founded in 1983 operates in the Financial Services industry. Explore Financial Service Group, Inc.'s company overview page for more information.

What is Financial Service Group, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Service Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Service Group, Inc. email formats with LeadIQ.

How many employees does Financial Service Group, Inc. have currently?

Minus sign iconPlus sign iconFinancial Service Group, Inc. has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Financial Service Group, Inc.'s key employees and leadership?

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As of July 2026, Financial Service Group, Inc.'s key employees include:

  • Founder | Financial Planning | Retirement Planning | Elder Life Planning: A. M. H.
  • Clerical Assistant: K. M.
  • Position In Communications: T. W.

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