The Financial Strategies Group, Inc.
As a leading Cleveland financial firm and Registered Investment Advisor, we can assist you with estate planning, financial gifting, financial planning and financial strategies, investing and investment strategies, IRAs, long-term care insurance, retirement planning, stocks, tax-deferred investments, and other services.
Successful individuals and businesses often have one thing in common - close working relationships with professional advisors who can be depended on for informed and sound advice. That's particularly true in a financial world that continues to grow increasingly complex, and, since 1992, that has been the arena in which we have provided our professional expertise. Located in Cleveland, Ohio, we are an independent full service financial planning and investment advisory firm dedicated to serving individuals and small businesses locally and around the country by becoming their "life managers." Our clients include entrepreneurs, entertainers, lawyers, executives, retirees, and others who rely on us to give "quality of life" financial guidance while staying focused on the monetary bottom line. What we do for those clients we stand ready to do for you, filling the role of your financial advisor while building a relationship as a trusted friend. As your trusted professionals, we stay current with financial changes by committing time, energy, and money to research and training. But our true value lies in our ability to convert information into practical life solutions for our clients. As part of that process, we develop and implement personal financial plans and help you monitor your progress with easy to read reports. Most importantly, as your life management firm, we reduce the time you spend worrying about your finances. Whether your needs are asset management, retirement planning, estate planning, or creating a financial road map to chart your course for the future, our firm will be there, building relationships and guiding you along. At The FINANCIAL STRATEGIES GROUP, Inc., you will receive unbiased, objective advice to assist you in making the tough financial decisions that you face along life's journey. That is our personal commitment to you.
Address: US Bank Centre on Playhouse Square, 1350 Euclid Avenue, Suite 220, Cleveland, Ohio 44115-1815, USA
Phone: +1 216 436 6000/800 945 5244
FAX: +1 216 436 6001
