Strategic Wealth Group
Tallahassee, United States (US) · Finance and Banking
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Strategic Wealth Group is a Tallahassee, Florida-based financial planning firm specializing in retirement, estate, investment, and insurance strategies for individuals and business owners.We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth.
Overview
We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth. Our team of experienced professionals offers over 75 combined years of expertise, guiding clients through life transitions and addressing critical financial concerns like outliving their savings.
What sets Strategic Wealth Group apart is our holistic approach, combining cash flow planning, small business guidance, and a commitment to long-term financial security. We’re dedicated to helping our clients achieve their goals and build a secure future. Forbes Top Financial Security Professionals John Lentz has recently ranked amongst the top financial security professionals in America, landing on Forbes Top 100 Financial Security Professionals list ranking #24 Nationally and #1 Best-In-State for Florida.
Contact Details
Tallahassee, United States (US), 401 E Virginia St
+1
Founded
1990
Company Type
Private Limited Company
Employees
10-20
Categories
Services
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