Insights

Holistic Financial Planning Financial Strategies Group emphasizes a comprehensive, client-centered approach, making them an ideal partner for advanced financial advisory technologies or white-label solutions to enhance their holistic planning services.

Expanding Investment Options Their partnership with TD Ameritrade and notable focus on ETF investments indicate a strong interest in diversifying and optimizing investment portfolios, presenting opportunities for cutting-edge asset management tools or alternative investment offerings.

Growing Revenue Potential With revenues estimated between $10 million and $25 million and a diverse client base including retirees, business owners, and professionals, there is significant scope for premium service packages, specialized financial products, or personalized advisory solutions.

Technology Utilization Utilizing a tech stack that includes AWS, Facebook Pixel, and Google Workspace shows a forward-thinking approach—opportunities exist to introduce advanced CRM systems, analytics, or digital marketing services to further enhance client engagement.

Partnership and Retainer Potential Their extensive experience working with large organizations like Michigan State University and major corporations suggests a readiness for tailored institutional or corporate financial solutions, opening pathways for B2B collaborations and enterprise-level financial planning services.

Financial Strategies Group, Inc. Tech Stack

Financial Strategies Group, Inc. uses 8 technology products and services including Calendly, Google Hosted Libraries, Amazon Route 53, and more. Explore Financial Strategies Group, Inc.'s tech stack below.

  • Calendly
    Appointment Scheduling
  • Google Hosted Libraries
    Content Delivery Network
  • Amazon Route 53
    Domain Name Services
  • Google Workspace
    Email
  • Slick
    Javascript Libraries
  • SharpSpring
    Marketing Automation
  • Cowboy
    Web And Application Servers
  • Sumo
    Widgets

Financial Strategies Group, Inc.'s Email Address Formats

Financial Strategies Group, Inc. uses at least 1 format(s):
Financial Strategies Group, Inc. Email FormatsExamplePercentage
First@fsgmichigan.comJohn@fsgmichigan.com
92%
FirstL@fsgmichigan.comJohnD@fsgmichigan.com
8%

Frequently Asked Questions

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

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Financial Strategies Group, Inc.'s main headquarters is located at 2270 Jolly Oak Road Suite 2 Okemos, Michigan 48864 United States. The company has employees across 1 continents, including North America.

What is Financial Strategies Group, Inc.'s phone number?

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You can contact Financial Strategies Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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

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

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

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

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As of April 2026, Financial Strategies Group, Inc. has approximately 16 employees across 1 continents, including North America. Key team members include Ceo: B. C.Chief Executive Officer Assistant: B. C.Head Of Marketing: C. T.. Explore Financial Strategies Group, Inc.'s employee directory with LeadIQ.

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

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

What technology does Financial Strategies Group, Inc. use?

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Financial Strategies Group, Inc.'s tech stack includes CalendlyGoogle Hosted LibrariesAmazon Route 53Google WorkspaceSlickSharpSpringCowboySumo.

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

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

Financial Strategies Group, Inc.

Financial ServicesMichigan, United States11-50 Employees

Our goal is to bring peace of mind to our clients through the confidence that they are protected and prepared for their financial future.  

We approach financial planning with the idea that the whole picture matters.  This holistic approach means we take the time to listen to our client’s goals, worries, and priorities. It means we have the knowledge to create a comprehensive plan for the expected and unexpected adventures of life. 

Our services include investment management, retirement planning, estate planning, social security planning, wealth management, insurance planning, business planning, tax strategy development, financial education, and decision support.

With offices in Okemos and Fenton, Michigan, we have many different client types; retirees, pre-retirees, business owners, families, medical professionals, and more. 
Additionally, we have extensive experience and are uniquely qualified to to handle current employees or retirees of the following organizations; State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy and Ford.

Feel free to contact us if you are interested in learning more or have questions, 800-804-0420

Investment advisory services are offered through Financial Strategies Group, Inc., a Registered Investment Advisor.  The people leaving reviews on this site may or may not be the firm's clients and are not compensated for sharing their opinions and experiences. The reviewer's comments may not represent any other person's experience.

Section iconCompany Overview

Headquarters
2270 Jolly Oak Road Suite 2 Okemos, Michigan 48864 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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