What departments does Financial Strategies Group have?

Financial Strategies Group has employees across 3 departments including Marketing, Operations, Finance.

What is the largest department at Financial Strategies Group?

The largest department at Financial Strategies Group is Finance with 2 employees.

Where are Financial Strategies Group employees located globally?

Financial Strategies Group has employees across 2 continents and 3 countries including Uganda, Canada, United States Of America.

How has Financial Strategies Group's team size changed over time?

Financial Strategies Group's team has remained stable from approximately 3 to 3 employees based on available data.

Financial Strategies Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Financial Strategies Group operates in the financial services sector, offering personalized financial planning through close client partnerships. The practice is led by Hank Cleare and Kim DeProspero, whose collaboration brings a dual perspective to planning. The firm emphasizes conversations that connect financial decisions to clients' values and future goals, aiming to foster confidence and long-term relationships.

Its offices are in Weston, Florida, and Atlanta, Georgia, and it supports clients remotely through virtual meetings, indicating a capability to serve clients regardless of location. Securities are offered through LPL Financial, while advisory services are provided by IFG Advisory, LLC, and Integrated Financial Group and Financial Strategies Group remain separate entities from LPL Financial.

Financial Strategies Group Global Highlights

North America
79

United States Of America
77
Canada
2

Africa
1

Uganda
1

Financial Strategies Group's Leadership

J. H.
President
Mobile Phone
Email
P. O.
Loans Officer, Marketing Officer And Currently Branch Manager Main Office
Mobile Phone
Email
B. M.
Principal
Mobile Phone
Email
J. B.
Client Services And Operations
Mobile Phone
Email
M. W.
Assistant Financial Advisor
Mobile Phone
Email
C. R.
Certified Financial Planner Professional
Mobile Phone
Email
A. H.
Mortgage Agent / Real Estate Agent
Mobile Phone
Email

Financial Strategies Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Financial Strategies Group

Name

Title

Contact

Location

Last Update

J. H.
President
Mobile Phone
Email
Oct 16, 2024
P. O.
Loans Officer, Marketing Officer And Currently Branch Manager Main Office
Mobile Phone
Email
Uganda
Aug 03, 2026
B. M.
Principal
Mobile Phone
Email
CanadaBritish Columbia
Jun 28, 2026
J. B.
Client Services And Operations
Mobile Phone
Email
May 31, 2026
M. W.
Assistant Financial Advisor
Mobile Phone
Email
Aug 05, 2026
C. R.
Certified Financial Planner Professional
Mobile Phone
Email
Jun 08, 2026
A. H.
Mortgage Agent / Real Estate Agent
Mobile Phone
Email
Aug 07, 2026

Frequently Asked Questions

What is Financial Strategies Group known for?

Financial Strategies Group operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-954-888-****

. Explore Financial Strategies Group's company overview page for more information.

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

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

How many employees does Financial Strategies Group have currently?

Financial Strategies Group has approximately 33 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

As of August 2026, Financial Strategies Group's key employees include:

President: J. H.
Loans Officer, Marketing Officer And Currently Branch Manager Main Office: P. O.
Principal: B. M.
Client Services And Operations: J. B.
Assistant Financial Advisor: M. W.

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Financial Strategies Group Employee Directory

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