Financial Strategies Group, Inc. Email Format

Financial ServicesMichigan, United States11-50 Employees

Financial Strategies Group, Inc. operates in the financial services sector as a small to mid-sized firm, offering a broad range of planning and wealth-management services to help clients protect and prepare for their financial future. Its holistic approach emphasizes listening to clients' goals, concerns, and priorities to develop comprehensive plans that address both expected and unexpected life events. The firm is based in Okemos and Fenton, Michigan, serving retirees, pre-retirees, business owners, families, and medical professionals.

Investment advisory services are provided through Financial Strategies Group, Inc., which operates as a Registered Investment Advisor. The firm has experience serving current employees or retirees of organizations such as the State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy, and Ford, and it expanded its use of exchange-traded funds after partnering with TD Ameritrade in 2017.

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