facebooktwitterpinterest

Reviews, get directions and contact details for Financial Strategies Group, Your Trusted Financial Advisors

Address: 2270 Jolly Oak Rd #2, Okemos, MI 48864, USA
Phone: (517) 347-4337
State: Michigan
City: Meridian charter Township
Zip Code: 48864


Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


related searches: Financial strategies examples, Financial Strategies LLC, Larson Financial portal, Financial strategy, Financial strategies group reviews, Orion portal, Portal orionadvisor, Financial advisor group
Reviews
I have known Brandon and Brice Carter for many years. They are caring people that have your best interest's in mind. Not only your financial, but they help and council you on all matters to ensure you not just another number. The Carter Brothers are extremely well educated when it comes to financial planning. They are not your normal planners, but thrive on getting the best bang for your buck. During the last minor depression, I had no worries because I had complete trust that my retirement was safe with Financial Strategies. If you want your money to grow, just give them a chance. They go above and beyond to ensure your investment will make you boo koo bucks
7 years ago (11-04-2018)
Couldn’t recommend Financial Strategies highly enough. When I first sat down with Brandon I wasn’t sure what to expect because I have always been used to folks in the financial industry that seem more interested in pushing certain products than listening to my plans and long term goals. The experience with Brandon could not have been more different! He really sought to understand what my wife and I would like life to look like and gave practical advice we could implement immediately along with things to consider for the long term. Very impressed.
7 years ago (05-04-2018)
Both myself and my husband are very happy with financial strategies. They go above and beyond to communicate with you and educate you with what is going on. We Highly recommend!
7 years ago (05-04-2018)
Brandon and the Financial Strategies group team are awesome at what they do. Education and understanding of complex markets are their specialty. Give them a call!
7 years ago (05-04-2018)
I am a small business owner of a one man operation, and the sole income provider for a family of six. My wife had been after me to get some life insurance (you know, just in case) for quite some time. Well, being bullet proof, I wasn't all that up to the idea, but being the good husband and father that I aspire to be, I listened to my better half and decided to sit down and hear what Brice had to say. What a life insurance nerd!!! And I mean that in the best of ways. You want someone like that working with you. Life insurance can be incredibly confusing since there's so much out there. So many different plans. Brice knows all the ins-and-outs of the industry, and had my wife and I completely at ease and comfortable. Now I feel more of an adult because I'm responsible and able to take care of my family...even If I'm not around. Not planning on that, though, any time soon. Thanks, Brice. You are the man!
11 years ago (26-08-2014)
Comment on this business

to add Financial Strategies Group, Your Trusted Financial Advisors map to your website;



We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy