Company Research Report: Wealth Strategies Financial Group

Company Overview

• Name: Wealth Strategies Financial Group (WSFG)

• Mission: WSFG aims to make a difference in Metro Detroit by changing the way people think about protecting, preserving, and distributing their wealth through sound financial advice.

• Founded By: No information is available.

• Foundation Year: No information is available.

• Key People:

• Mike Amine: Managing Partner, with 26 years of industry experience as a Financial Advisor and Managing Partner. Active in several financial and alumni boards, and was an alternate on the 1992 U.S. Olympic Greco-Roman Wrestling team.

• Theresa Sherman: Vice President/Financial Advisor

• Bryon Knuth, CRPC®: Sales Director/Financial Advisor

• Marcy Amine: Controller

• Steve Nazoyan: Field Director/Financial Advisor

• Headquarters: 20750 Civic Center Drive, Suite 590, Southfield, Michigan, United States, 48076

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: WSFG is known for providing comprehensive and personalized financial services, focusing on financial stability and security while planning for financial independence.

Products

• Investment Strategies and Financial Planning: Customized strategies based on unique goals and objectives to help clients reach their financial goals.

• Retirement: Strategies for comfortable and financially fit retirement planning.

• Business Services: Designing and funding strategies for business owners, including succession planning, executive carve-out plans, and key employee retention.

• Other Services: Risk Management, Goal Setting, Taxes and Estates.

Key Features of Products:

• Expert guidance and a hands-on approach to financial advice.

• Focused on educating clients about financial matters.

• Strategies based on practical, realistic, and achievable goals.

Recent Developments

• Recent Developments: No specific recent developments mentioned.

• New Products Launched: No information is available.

• New Features Added to Existing Products: No information is available.

• New Partnerships: Securities offered through Cetera Advisor Networks LLC, advisory services through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

Additional Information

• Contact Information:

• Phone: (248) 509-0709

• Email: contact@wealthsfg.com

• Advisory and Compliance Notes: WSFG recommends consulting with a tax or legal advisor for comprehensive reviews of personal situations. They may offer both brokerage and investment advisory services.

This report is structured based on available data and any missing details are noted as unavailable.