Financial Service Group, Inc. Employee Directory

Financial ServicesUnited 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.

Find Financial Service Group, Inc. employees' phone numbers or email addresses

Financial Service Group, Inc. Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Europe
1

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  • Germany
    1

Financial Service Group, Inc.'s Leadership

  • Stylized image of a person
    M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
  • Stylized image of a person
    A. M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
  • Stylized image of a person
    T. L.
    Vice President
    Phone icon
  • Stylized image of a person
    J. M.
    Manager
    Phone icon
  • Stylized image of a person
    D. K.
    Office Administrative Assistant
    Phone icon
  • Stylized image of a person
    B. K.
    Associate Financial Planner
    Phone icon
  • Stylized image of a person
    K. T.
    Investment Operations Associate
    Phone icon
  • Stylized image of a person
    K. M.
    Clerical Assistant
    Phone icon

Contact profiles from Financial Service Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
    United StatesWisconsin
    Oct 21, 2025
  • Stylized image of a person
    A. M. H.
    Founder | Financial Planning | Retirement Planning | Elder Life Planning
    Phone icon
    Sep 30, 2025
  • Stylized image of a person
    T. L.
    Vice President
    Phone icon
    UNITED STATES
    Sep 30, 2025
  • Stylized image of a person
    J. M.
    Manager
    Phone icon
    United StatesIowa
    Oct 22, 2024
  • Stylized image of a person
    D. K.
    Office Administrative Assistant
    Phone icon
    United StatesWisconsin
    Jul 19, 2025
  • Stylized image of a person
    B. K.
    Associate Financial Planner
    Phone icon
    United StatesWisconsin
    Aug 04, 2024
  • Stylized image of a person
    K. T.
    Investment Operations Associate
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. M.
    Clerical Assistant
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Position In Communications
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. P.
    Administrative Assistant
    Phone icon
    United StatesWisconsin
    Oct 17, 2024

Frequently Asked Questions

What is Financial Service Group, Inc. known for?

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Financial Service Group, Inc. was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 4812 Northwestern Avenue, Mount Pleasant, WI 53406, US. Explore Financial Service Group, Inc.'s company overview page for more information.

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

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Financial Service Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Service Group, Inc. email formats with LeadIQ.

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

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Financial Service Group, Inc. has approximately 6 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Financial Service Group, Inc.'s key employees and leadership?

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As of October 2025, Financial Service Group, Inc.'s key employees 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.
  • Manager: J. M.
  • Office Administrative Assistant: D. K.

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