Strategic Wealth Specialists Email Format

Financial ServicesAlabama, United States51-200 Employees

Strategic Wealth Specialists is a mid-sized financial services firm based in Mobile, Alabama. It provides planning for personal and business finances and pursues long-term financial independence through its Living Balance Sheet approach. The Living Balance Sheet is a registered service mark belonging to Guardian Life Insurance Company, connecting the firm to Guardian's broader network and reinforcing its focus on durable financial security. The firm operates as an agency for Guardian Life Insurance, with securities products and advisory services offered through Park Avenue Securities LLC, a Guardian subsidiary. The organization notes that it is not an affiliate or subsidiary of PAS, and that Guardian and PAS do not provide tax, legal, or accounting advice; clients should consult professionals for such matters.

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