Strauss Financial Group, Inc. Email Format
Financial ServicesAlabama, United States2-10 Employees
Strauss Financial Group, Inc. is a small independent financial services firm that operates as a registered investment adviser. Founded in 1988, it functions as a fee-based practice that emphasizes getting to know clients and uncovering what is truly important to them. The firm aims to create and preserve wealth through independent, personalized financial guidance. It offers a broad range of services, including financial planning, retirement income planning, investment management, trust services, estate and legacy planning, education planning, tax strategies, insurance planning, and charitable giving. The company serves clients seeking comprehensive planning and advice tailored to individual goals, with an emphasis on building a trust-based relationship. Based in Birmingham, Alabama, Strauss Financial Group operates as a small team within the financial services industry, highlighting its independent, client-focused approach.