Financial Strategies Group, Inc. Jolly Oak Rd, Okemos

Financial Strategies Group, Inc. Reviews

• A

  Aaron Schafer
  5

  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.

• S

  Sarah Tietsort
  5

  I met with Financial Strategies Group at least 5 years ago and was impressed with the knowledge and no pressure, professional service that I received at that time. Since then I have added significantly to the services that they provide for me. I trust them completely! Even if you have a financial advisor, you should have them look over your profile. Brandon, Brice and Mark Carter truly care about the client in front of them and their best interests. Thank you!

• W

  Will Lemanski
  5

  My wife and I had our retirement accounts all over the place and decided to get serious about our retirement strategy. We met with Brandon at Financial Strategies Group and he was great! He listened to what we wanted, wasn't high pressure on anything, and set up a good plan for us that works. Their team is extremely professional and I'd refer Financial Strategies Group to anyone I know!

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  Timothy Lowe
  5

  I have met with many financial advisor groups over my years, and Brandon, Brice, Mark and the rest of the staff are as good as it gets. Honest, straight forward advice is what you get and without making it over complex. I refer friends and family to them knowing they will get the same service I have. Keep up the GREAT work guys!

• B

  Brian Compton
  5

  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!

• N

  Nancy Karkau
  5

  My husband was having some health issues, and his life insurance premiums were going to go thru the roof. Brice Carter sat down with him, and came up with a new plan. He was very patient and helpful. I would recommend him to anyone.

• D

  Dober T
  5

  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!

• J

  John OShaughnessy
  5

  A class organization. We gave been dealing with Mark Carter and FSG for several years now and couldn't be more please with their knowledge and level of service.

• L

  Lauren Birchmeier
  5

  My husband and I love the attention to detail FSG gives to us and our family.

• M

  Mike Garcia
  5

  They take really great care of our funds and their Customer service is outstanding