Insights

Growth Potential Financial Service Group, Inc. operates within the financial advisory sector with an annual revenue estimate between 10 million to 25 million, indicating a solid foothold with room for expansion in client base and service offerings.

Technological Framework The company's use of modern web technologies such as Amazon Web Services and WP Rocket suggests an emphasis on reliable, secure, and efficient digital platforms, which could benefit from advanced fintech solutions.

Leadership Development Recent promotion of a key executive to Chief Operations Officer demonstrates active leadership growth and operational focus, presenting opportunities for tailored enterprise solutions that support leadership and administrative efficiency.

Market Position As a fee-only, client-focused firm with over 40 years of experience, FSG competes with large firms like Charles Schwab and Fidelity, providing a niche for personalized financial services that could be enhanced with sophisticated client engagement tools.

Client-Centric Services Specialized offerings such as retirement planning, elder life planning, and family dialogues highlight a focus on comprehensive and personalized financial strategies, opening avenues for advanced analytics, CRM, or engagement platforms tailored to high-net-worth client management.

Financial Service Group, Inc. Tech Stack

Financial Service Group, Inc. uses 8 technology products and services including W3 Total Cache, Sucuri, imagesLoaded, and more. Explore Financial Service Group, Inc.'s tech stack below.

  • W3 Total Cache
    Caching
  • Sucuri
    Content Delivery Network
  • imagesLoaded
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • ZURB Foundation
    UI Frameworks
  • Vimeo
    Video Players
  • Plesk
    Web Hosting

Financial Service Group, Inc.'s Email Address Formats

Financial Service Group, Inc. uses at least 1 format(s):
Financial Service Group, Inc. Email FormatsExamplePercentage
First@toyourwealth.comJohn@toyourwealth.com
91%
FLast@toyourwealth.comJDoe@toyourwealth.com
9%

Frequently Asked Questions

Where is Financial Service Group, Inc.'s headquarters located?

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Financial Service Group, Inc.'s main headquarters is located at 4812 Northwestern Avenue Mount Pleasant, Wisconsin 53406 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Financial Service Group, Inc.'s official website and social media links?

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Financial Service Group, Inc.'s official website is toyourwealth.com and has social profiles on LinkedIn.

What is Financial Service Group, Inc.'s NAICS code?

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Financial Service Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

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As of May 2026, Financial Service Group, Inc. has approximately 5 employees across 2 continents, including North AmericaEurope. Key team members include Founder | Financial Planning | Retirement Planning | Elder Life Planning: M. H.Founder | Financial Planning | Retirement Planning | Elder Life Planning: A. M. H.Vice President: T. L.. Explore Financial Service Group, Inc.'s employee directory with LeadIQ.

What industry does Financial Service Group, Inc. belong to?

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Financial Service Group, Inc. operates in the Financial Services industry.

What technology does Financial Service Group, Inc. use?

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Financial Service Group, Inc.'s tech stack includes W3 Total CacheSucuriimagesLoadedUnderscore.jsMoment.jsZURB FoundationVimeoPlesk.

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

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Financial Service Group, Inc.'s email format typically follows the pattern of First@toyourwealth.com. Find more Financial Service Group, Inc. email formats with LeadIQ.

When was Financial Service Group, Inc. founded?

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Financial Service Group, Inc. was founded in 1983.

Financial Service Group, Inc.

Financial ServicesWisconsin, United States2-10 Employees

Nationally registered, fee-only advisory firm delivering peace of mind through client-focused financial life planning services including retirement planning, investment portfolio management, personal risk management, tax strategies and preparation, family dialogues, career asset management, elder life planning and more. For more than 40 years, FSG has provided integrated financial planning that aligns with your finances with your great lives.

Section iconCompany Overview

Headquarters
4812 Northwestern Avenue Mount Pleasant, Wisconsin 53406 United States
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Financial Service Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Financial Service Group, Inc.'s revenue is estimated to be in the range of $10M$25M

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