Financial Strategies Group
Accountant
Why pick this one
They provide tailored financial solutions including retirement plan consulting and have a team certified in CFP and CFA.
Best for
- individuals seeking wealth management
- businesses needing retirement plan consulting
Look elsewhere if
- those looking for budget services
- clients needing only basic accounting
Specialties
- wealth management
- retirement plan consulting
- executive planning
- personal insurance
Certifications
- CFP
- CFA
What makes them different
- team of experienced financial professionals
- tailored financial solutions for individuals and businesses
- guidance on Medicare Advantage options
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 2021 Shepherds Vineyard Drive 100, Apex, NC 27502
- Phone
- 9198327598
- Website
- https://www.fsg-plan.com/
- media@onedigital.com
Services
- financial services
- insurance