Financial Strategies Group, Inc. Employee Directory

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.

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.
    Ceo
    Phone icon
  • Stylized image of a person
    B. C.
    Chief Executive Officer Assistant
    Phone icon
  • Stylized image of a person
    C. T.
    Head Of Marketing
    Phone icon
  • Stylized image of a person
    J. H.
    Head Of Operations
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  • Stylized image of a person
    H. C.
    Owner And Partner
    Phone icon
  • Stylized image of a person
    J. D.
    Managing Partner
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  • Stylized image of a person
    H. W.
    Marketing Director
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  • Stylized image of a person
    J. H.
    Director Of Digital Content Creation
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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
    A. W.
    Associate Financial Advisor
    Phone icon
    United StatesMichigan
    Sep 08, 2025
  • Stylized image of a person
    R. T.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Feb 18, 2026
  • Stylized image of a person
    M. C.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Nov 15, 2025
  • Stylized image of a person
    M. W.
    Assistant Financial Advisor
    Phone icon
    Nov 16, 2025
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Apr 23, 2025
  • Stylized image of a person
    K. N.
    Administrative Assistant
    Phone icon
    United StatesMichigan
    Oct 22, 2024
  • Stylized image of a person
    M. L.
    Flint Office Coordinator
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    T. M.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Apr 26, 2025
  • Stylized image of a person
    T. M.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 22, 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. The company's main headquarters is located in 2270 Jolly Oak Road Suite 2 Okemos, Michigan 48864 United States; 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 February 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 February 2026, Financial Strategies Group, Inc.'s key employees include:

  • Ceo: B. C.
  • Chief Executive Officer Assistant: B. C.
  • Head Of Marketing: C. T.
  • Head Of Operations: J. H.
  • Owner And Partner: H. C.

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