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Wealth Strategies Financial Group Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Wealth Strategies Financial Group operates in the financial services sector, prioritizing professional, high-ethical standards in its client relationships. The firm works to recruit experienced sales professionals for its clients and develops marketing plans to help representatives reach their career goals, while maintaining a focus on quality customer contact. Based in Southfield, Michigan, the organization is a small- to mid-sized firm with a commitment to providing long-term client support. It emphasizes civic service and volunteerism, supporting organizations such as the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association. Securities are offered through Cetera Advisor Networks LLC and advisory services through Cetera Investment Advisers LLC, with Cetera operating as a separate entity from Wealth Strategies. Affiliated personnel may be registered representatives offering brokerage services, investment adviser representatives offering advisory services, or both.

Find Wealth Strategies Financial Group employees' phone numbers or email addresses

Wealth Strategies Financial Group Global Highlights

Location
Employees

North America
288

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  • United States Of America
    285
  • Canada
    3

Asia
1

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  • India
    1

Wealth Strategies Financial Group's Leadership

  • President at Wealth Strategies Financial Group
    G. W.
    President
  • President at Wealth Strategies Financial Group
    J. B.
    President
  • President at Wealth Strategies Financial Group
    J. M.
    President
  • President at Wealth Strategies Financial Group
    J. H.
    President
  • President at Wealth Strategies Financial Group
    R. F.
    President
  • Senior Partner at Wealth Strategies Financial Group
    C. R.
    Senior Partner
  • Partner at Wealth Strategies Financial Group
    D. C.
    Partner
  • Senior Partner at Wealth Strategies Financial Group
    J. C.
    Senior Partner

Wealth Strategies Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Other

Contact profiles from Wealth Strategies Financial Group

Name
Title
Contact
Location
Last Update
  • Client Services Coordinator at Wealth Strategies Financial Group
    L. T.
    Client Services Coordinator
    Sep 17, 2026
  • Wealth Consultant at Wealth Strategies Financial Group
    C. B.
    Wealth Consultant
    Jun 03, 2026
  • Certified Financial Planner Professional at Wealth Strategies Financial Group
    C. R.
    Certified Financial Planner Professional
    Jun 08, 2026
  • Retirement Planning Specialist at Wealth Strategies Financial Group
    C. J.
    Retirement Planning Specialist
    Nov 10, 2025
  • Financial Advisor at Wealth Strategies Financial Group
    D. W.
    Financial Advisor
  • Associate Financial Planner at Wealth Strategies Financial Group
    H. C. C.
    Associate Financial Planner
    Oct 17, 2024
  • Financial Planner at Wealth Strategies Financial Group
    H. C.
    Financial Planner
    Oct 21, 2024
  • Financial Advisor at Wealth Strategies Financial Group
    J. O.
    Financial Advisor
    Oct 17, 2024
  • Integral Member Of The Financial Planning Team at Wealth Strategies Financial Group
    J. M.
    Integral Member Of The Financial Planning Team
    Oct 23, 2024
  • Sales Force Associate at Wealth Strategies Financial Group
    J. R.
    Sales Force Associate
    Jun 08, 2026

Frequently Asked Questions

What is Wealth Strategies Financial Group known for?

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Wealth Strategies Financial Group was founded in 1880 and operates in the Financial Services industry. Explore Wealth Strategies Financial Group's company overview page for more information.

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

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

How many employees does Wealth Strategies Financial Group have currently?

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Wealth Strategies Financial Group has approximately 29 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

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

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

  • President: G. W.
  • President: J. B.
  • President: J. M.
  • President: J. H.
  • President: R. F.

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