Financial Strategies Group, Inc. - Okemos (MI)

5 /5 Steve Serkaian: Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian

5 /5 Claire Bear: Fear of money and ignorance of how to manage money kept me in a bad situation for a long time. Justin, at FSG, worked with me prior to my divorce, spending 2 hours, pro bono, explaining the basics of budgeting, investing and retirement. He was extremely kind during a very stressful time. Fast forward 2 years and my circumstances are obviously different but my anxiety regarding money is as fierce as ever. I know enough to know that freezing and doing nothing is a terrible idea but I do not know how to manage what I have left in order to pay my bills and, one day, retire. I am tired of waking up in a panic attack over my future circumstances and so I asked for a meeting with Justin again. He was fantastic! He takes the time to explain the basics and is so easy to understand. We are going to work together and I finally feel calm and hopeful about my future. The relief that I have somebody so knowledgeable managing my assets, and that I wont be making poor, uninformed choices, or missing out on opportunities is huge! That is what FSG has meant to me…I do not have to be frightened about money any more. I am not in this alone!

5 /5 Shellie Starkey: We have been working with Brandon for many years along with Mark. Both very professional and personable. We trust Brandon with moving our money around from different accounts. Have recommended others to work with them and both very happy. Best decision we have made. Thank you

5 /5 Jeffrey Saxton: I have had the privilege of knowing Mark Carter and his family for nearly thirty years. Mark is the founder and principal of Financial Strategies Group (FSG). During this time, he has served as my financial advisor/planner and has guided me during my professional career and now into my retirement. Mark’s professional knowledge, experience and customer commitment has served me well, allowing me to know that I am financially prepared for the duration of my life. It has been rewarding and reassuring to watch FSG grow as a company over the years, both in the number of locations served as well as employee count. FSG employs a very diverse group of skill sets, allowing them to “keep pace” with modern trends such as market data analytics, social media, marketing, legal compliance and efficient customer communications. They do all of this, yet retain their “small business” personality. It has been my consistent experience with every individual there that they are clearly committed to and prioritize customer service & satisfaction. Further, FSG consistently gives back to their communities through a wide variety of fund raisers and other charitable activities. FSG understands the value of community involvement and specializes in assisting personnel at key area employers such as General Motors, Michigan State University and the State of Michigan. By clearly understanding the specific employee benefits & policies in organizations such as these (and others), FSG is uniquely positioned to assist those personnel at any stage of their life. I highly recommend Mark & his team at FSG given that I know they are fully prepared to provide individualized guidance and assistance at any stage of your “financial life”. Give them a call, I know you’ll be glad you did.

5 /5 Cindy VanNess: I recently became a widow. My late husband and I have had a long relationship with Brandon at Financial Strategies. Since my husbands passing, I have met with Brandon and his wonderful staff several times. I cant say enough great things about this group. They are truly concerned and committed to my financial security. Brandon is very well versed in financial matters. I trust him to guide me through this difficult time and have found his advice to be of the highest caliber. He able to explain his advice in terms that I understand. I would recommend Financial Strategies to everyone in need of sound financial planning.