FINANCIAL STRATEGIES GROUP At Financial Strategies Group, we focus on developing partnerships with our clients. Our firm is led by the husband-and-wife team of Hank Cleare and Kim DeProspero, who offer a rare and valuable dynamic in financial planning services: a dual perspective. Expect to have a different conversation with us than you might with some financial services firms. That’s because we recognize that life is about more than just your finances—it’s about your values and your vision for the future. Success in financial planning hinges on building confidence and trust, and we want you to feel comfortable sharing important details with us. If you’re looking for a long-term financial planning relationship, let’s talk. COLLABORATION | Custom Financial Planning EMPOWERMENT | Financial Confidence LEGACY | The Next Generation While our offices are currently located in Weston, FL and Atlanta, GA, we feel geography is no longer a limitation to developing a successful client-advisor relationship. Today’s virtual world enables us to connect with you no matter where you live. We’re registered to discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, MA, ME, MI, NC, NJ, NV, NY, OH, OR, SC, TN, TX, VA, WA Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group, Financial Strategies Group and IFG Advisory, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Financial Strategies GroupWebsite | http://www.fsgplanners.com |
Revenue | $872000 |
Employees | 5 (5 on RocketReach) |
Address | 500 Sawgrass Corporate Pkwy Suite 100, Sunrise, Florida 33325, US |
Phone | (954) 888-4680 |
Fax | (954) 888-4788 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Independent Financial Advisors LLC, Pickler Wealth Advisors, Primoris Financial Solutions |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Financial Strategies Group annual revenue was $872000 in 2024.
5 people are employed at Financial Strategies Group.
Financial Strategies Group is based in Sunrise, Florida.
The NAICS codes for Financial Strategies Group are [52393, 52, 523, 5239].
The SIC codes for Financial Strategies Group are [628, 62].