Why Choose Us?

Service

We treat our clients and their employees as if they were family and strive to provide them with the highest level of customer service.

Professionalism

We conduct ourselves with integrity, accountability and excellence in the benefit services we provide.

Integrity

We develop and implement programs that are best in class for our clients

Welcome to Financial Strategies Agency, located in Findlay, Ohio and Charlotte, North Carolina.

As "Your Partner in Retirement Planning" we are committed to providing you and your employees with the most robust retirement plan. Building strong client relationships and consulting with clients - not at them - to deliver clear value, sets us apart from our competitors.

Our Objective

To provide marketing, consulting, and service in the field of retirement and financial services. Financial Strategies Agency is dedicated to helping our clients reduce costs, provide more comprehensive retirement programs and the highest quality services available.

Our Strengths

 

Technical expertise, strong working relationships with the best administrators and retirement vendors in the country, and the ability to provide simple, yet compressive documentation.

The Results

 

You can be confident you will receive the best plan, services, and cost the industry has to offer.

© 2019 Financial Strategies Agency

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Financial Strategies Agency is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

BrokerCheck: https://brokercheck.finra.org/

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