Featured Business Financial Advisor in Okemos, MI
Okemos Financial Advisors
Financial Strategies Group, Inc.
2270 Jolly Oak Road, Suite 2
Okemos, MI 48864
(517) 347-4337
“"Your Trusted Advisors"”
Advisor Profile
Kyle Cooper, CFP® ChFC®
Name:  Kyle Cooper, CFP® ChFC®
Phone Number:  (517) 347-4337
Website:  Visit Website

About Financial Strategies Group, Inc.

At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 4 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 4 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.
 

General Information

CRD#:    6078781
Firm CRD#:    289054
States Willing to do Business in:    Bath,Dewitt,Dimondale,East Lansing,Eaton Rapids,Fowlerville,Grand Ledge,Haslett,Holt,Lansing,Mason,Saint Johns,Williamston,Okemos
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    7
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Life, Long Term Care
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
 
 
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