StrategIQ Financial Group, LLC Email Format

Financial ServicesIndiana, United States11-50 Employees

StrategIQ Financial Group, LLC operates in the financial services sector, delivering personalized wealth management for individuals and businesses. The firm emphasizes a proactive, client-centered process that begins with listening to goals and culminates in a tailored financial plan that guides ongoing investing and planning. An integrated team of specialist advisors collaborates with external professionals to provide comprehensive planning and objective, bottom-line solutions tailored to each client.

Based in Merrillville, Indiana, the company functions as an SEC-registered investment adviser offering advisory services. Recent reporting indicates that Waverly Advisors acquired StrategIQ, with the transaction reportedly completed in 2021.

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