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Financial Strategies Group, Inc.
- Financial Services
- Okemos, MI
About this business
Financial Planning A comprehensive financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients' prosperous futures. We'll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client's financial plans to ensure that they remain aligned with their stated objectives.
Location details
2270 Jolly Oak Rd STE 2, Ste 2, Okemos, MI, 48864, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have had the privilege of knowing Mark Carter and his family for nearly thirty years. Mark is the founder and principal of Financial Strategies Group (FSG). During this time, he has served as my financial advisor/planner and has guided me during my professional career and now into my retirement. Mark’s professional knowledge, experience and customer commitment has served me well, allowing me to know that I am financially prepared for the duration of my life. It has been rewarding and reassuring to watch FSG grow as a compa... read more
Fear of money and ignorance of how to manage money kept me in a bad situation for a long time. Justin, at FSG, worked with me prior to my divorce, spending 2 hours, pro bono, explaining the basics of budgeting, investing and retirement. He was extremely kind during a very stressful time. Fast forward 2 years and my circumstances are obviously different but my anxiety regarding money is as fierce as ever. I know enough to know that freezing and doing nothing is a terrible idea but I do not know how to manage what I have left ... read more
We are new clients and the onboarding/conversion process was seamless and streamlined. Excellent call Tim’s and communication. We truly feel like we matter and are not just a number. Love the family vibe.
I recently became a widow. My late husband and I have had a long relationship with Brandon at Financial Strategies. Since my husband's passing, I have met with Brandon and his wonderful staff several times. I can't say enough great things about this group. They are truly concerned and committed to my financial security. Brandon is very well versed in financial matters. I trust him to guide me through this difficult time and have found his advice to be of the highest caliber. He able to explain his advice in terms that I unde... read more
We have been working with Brandon for many years along with Mark. Both very professional and personable. We trust Brandon with moving our money around from different accounts. Have recommended others to work with them and both very happy. Best decision we have made. Thank you
Frequently asked questions about Financial Strategies Group, Inc.
How is Financial Strategies Group, Inc. rated?
Financial Strategies Group, Inc. has a 4.9 star rating with 60 reviews.
When is Financial Strategies Group, Inc. open?
Financial Strategies Group, Inc. is closed now. It will open on Monday at 8:00 a.m.
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