Financial Planning Consultants
Strategic Wealth Advisors Group
About
Overview
BBB Accredited Since: 8/15/2014
Years in Business: 10
BBB Accreditation & Rating
About This Business
Our mission is to provide you with innovative financial strategies that may create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.
After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs, and retirement goals - and create a retirement plan that is unique to your situation.
Business Details
- Local BBB:
- BBB of Michigan
- BBB File Opened:
- 8/5/2014
- Business Started:
- 5/29/2014
- Business Started Locally:
- 5/29/2014
- Business Incorporated:
- 5/29/2014
- Type of Entity:
- Corporation
- Alternate Names:
- Strategic Wealth Advisors Group, Inc.
- Business Management:
- Mr. Tim Sullivan, CEO
Additional Contact Information
- Principal Contacts
- Mr. Tim Sullivan, CEO
- Customer Contacts
- Mr. Tim Sullivan, CEO
- Fax numbers
- Primary Fax: (877) 842-6133
- Additional Phone Numbers
- Other Phone: (877) 488-4188
- Additional Websites
- Website 1
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Department of Insurance And Financial Services
530 W Allegan St
Lansing MI 48933
Phone Number: (877) 999-6442
www.michigan.gov/difs - Business Categories
- Financial Planning Consultants, Financial Services, Insurance Agent, Insurance Consultant
More Resources
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