Original Certification Date: 9/30/2015
Organization: Strategic Wealth Advisors Group Inc.
Address: 6100 Oak Tree Blvd Suite 200 Independence, OH 44131
Website: www.strategicwealthadvisorsgroup.com & www.strategicwealthinsurancegroup.com
States currently licensed: MI, OH, IN, PA, IL, AR, KS
Primary State License #: 0578032 and NPN9294784
CRD #: 5618089
Primary Insurance Companies: Nationwide, Athene, Fidelity & Guaranty, Security benefit, Equitrust, Great American, Forethought, American Equity, Delaware Life, North American, Voya.
Services you provide: We provide investors custom-tailored strategies to meet short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through a transparent process utilizing innovative solutions that will empower our clients to actualize their financial independence. Social Security Maximization, Insurance Solutions, Investment Management, Retirement Solutions, Stretch IRA’s.
Primary Investment Companies: We provide Financial Planning and Assist Management through third-party money managers. Gradient investments are one of the companies that we use.
Other Information: Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.