Strategic Wealth Advisors Group prides itself on helping you achieve financial peace of mind. Our success is based on your continued satisfaction. Our home office is located in Shelby Township, MI. They serve clients in Arkansas, Indiana, Illinois, Kansas, Missouri, Ohio and Pennsylvania and provide Financial Planning and Asset Management. We work with both pre-retirees on growing their accumulated wealth and with retirees on making sure you have enough income throughout your retired years. We take pride in working with an aging American population and making sure that their investments are aligned with their goals. We offer safety and security for them especially during the time in which they will need to access their money the most. Not only is it important to make sure that you have the proper help in accumulating your wealth, but it is equally important on preserving what you have when you retire and then having someone who is going to be there for your children/beneficiaries to help in the distribution of your wealth upon your passing. We make sure that there is a plan in place to transfer your wealth to your loved ones in the most beneficial way possible. Our customer service is impeccable at Strategic Wealth Advisors Group! In addition to our educational seminars that we do on an ongoing basis, we provide complimentary one on one meetings in our office as well as in the privacy of your own home. We know that as our client’s age, we want to make sure that we are there for you, even when you can’t make it into our office. This is why it has always been a standard practice with us to make ourselves available to meet you at your convenience in your own home. We look forward to meeting with you very soon and providing you with the financial checkup that you deserve.
View Top Employees from Strategic Wealth Advisors Group Inc.Website | http://www.strategicwealthadvisorsgroup.com |
Revenue | $6 million |
Employees | 3 (3 on RocketReach) |
Address | 11111 Hall Rd, Ste 101, Utica, Michigan 48317, US |
Phone | (586) 203-2275 |
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Industry | Financial Services, Insurance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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The Strategic Wealth Advisors Group Inc. annual revenue was $6 million in 2024.
Julie Sullivan is the Vice President of Strategic Wealth Advisors Group Inc..
3 people are employed at Strategic Wealth Advisors Group Inc..
Strategic Wealth Advisors Group Inc. is based in Utica, Michigan.
The NAICS codes for Strategic Wealth Advisors Group Inc. are [523, 52, 5239, 52393].
The SIC codes for Strategic Wealth Advisors Group Inc. are [628, 62].