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Business Profile

Financial Planning Consultants

Strategic Wealth Advisors Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(586) 203-2275Write a Review

About

Overview

Strategic Wealth Advisors Group

11111 Hall Rd Ste 101

Utica, MI 48317-5799

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BBB Accreditation & Rating

Strategic Wealth Advisors Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

We are a full-service, retirement planning company providing retirement and legacy concepts to families nearing or already enjoying retirement.

Our mission is to provide you with innovative financial strategies that may create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.

After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs, and retirement goals - and create a retirement plan that is unique to your situation.

BBB Accredited Since: 8/15/2014

Years in Business: 11

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
8/5/2014
Business Started:
5/29/2014
Business Started Locally:
5/29/2014
Business Incorporated:
5/29/2014
Type of Entity:
Corporation
Alternate Names:
Strategic Wealth Advisors Group, Inc.
Business Management:
Mr. Tim Sullivan, CEO

Additional Contact Information

Principal Contacts
Mr. Tim Sullivan, CEO
Customer Contacts
Mr. Tim Sullivan, CEO
Fax numbers
Primary Fax: (877) 842-6133
Additional Phone Numbers
Other Phone: (877) 488-4188
Additional Websites
strategicwealthinsuranceg...

Additional Information

Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Financial Planning Consultants, Financial Services, Insurance Agent, Insurance Consultant

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