Financial Strategies Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Financial Strategies Group operates in the financial services sector, offering personalized financial planning through close client partnerships. The practice is led by Hank Cleare and Kim DeProspero, whose collaboration brings a dual perspective to planning. The firm emphasizes conversations that connect financial decisions to clients' values and future goals, aiming to foster confidence and long-term relationships.

Its offices are in Weston, Florida, and Atlanta, Georgia, and it supports clients remotely through virtual meetings, indicating a capability to serve clients regardless of location. Securities are offered through LPL Financial, while advisory services are provided by IFG Advisory, LLC, and Integrated Financial Group and Financial Strategies Group remain separate entities from LPL Financial.

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