Financial Strategies Group, Inc. Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Financial Strategies Group, Inc. operates in the financial services sector as a small to mid-sized firm, offering a broad range of planning and wealth-management services to help clients protect and prepare for their financial future. Its holistic approach emphasizes listening to clients' goals, concerns, and priorities to develop comprehensive plans that address both expected and unexpected life events. The firm is based in Okemos and Fenton, Michigan, serving retirees, pre-retirees, business owners, families, and medical professionals.

Investment advisory services are provided through Financial Strategies Group, Inc., which operates as a Registered Investment Advisor. The firm has experience serving current employees or retirees of organizations such as the State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy, and Ford, and it expanded its use of exchange-traded funds after partnering with TD Ameritrade in 2017.

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

Financial Strategies Group, Inc. Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Financial Strategies Group, Inc.'s Leadership

  • Stylized image of a person
    B. C.
    Chief Executive Officer Assistant
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  • Stylized image of a person
    J. H.
    Head Of Operations
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  • Stylized image of a person
    J. D.
    Managing Partner
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  • Stylized image of a person
    J. H.
    Director Of Digital Content Creation
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  • Stylized image of a person
    A. V.
    Administrative Manager
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  • Stylized image of a person
    M. W.
    Assistant Financial Advisor
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  • Stylized image of a person
    M. L.
    Flint Office Coordinator
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Financial Strategies Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Financial Strategies Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Chief Executive Officer Assistant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
    Feb 26, 2025
  • Stylized image of a person
    J. H.
    Head Of Operations
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    J. H.
    Director Of Digital Content Creation
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    A. V.
    Administrative Manager
    Phone icon
    Jun 12, 2025
  • Stylized image of a person
    M. W.
    Assistant Financial Advisor
    Phone icon
    May 31, 2026
  • Stylized image of a person
    M. L.
    Flint Office Coordinator
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Financial Strategies Group, Inc. known for?

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Financial Strategies Group, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Financial Strategies Group, Inc.'s company overview page for more information.

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

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

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

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Financial Strategies Group, Inc. has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Financial Strategies Group, Inc.'s key employees include:

  • Chief Executive Officer Assistant: B. C.
  • Head Of Operations: J. H.
  • Managing Partner: J. D.
  • Director Of Digital Content Creation: J. H.
  • Administrative Manager: A. V.

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