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Business Profile

Financial Planning Consultants

Sound Financial Strategies Group, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(601) 856-3825Email BusinessWrite a Review

About

Overview

Sound Financial Strategies Group, Inc.

116 One Madison Plaza, Suite 1100

Madison, MS 39110

View Service Area
See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 4:00 PM
Closed
Closed

BBB Accreditation & Rating

Sound Financial Strategies Group, Inc. is BBB Accredited.

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

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About This Business

Sound Financial Strategies Group provides financial planning and investment management services, including retirement planning and portfolio optimization. The company assists clients with developing personalized financial strategies and actively managing investments based on individual objectives.

BBB Accredited Since: 9/5/1997

Years in Business: 33

Products and Services

Financial Planning, Investment Management, Retirement Planning

Business Details

Local BBB:
BBB Serving Mississippi
BBB File Opened:
9/5/1997
Business Started:
1/1/1993
Business Incorporated:
12/17/1993
Type of Entity:
Corporation
Business Management:
Mr. Sammy T. Dean, President
Mr. Joel Holden, COO

Additional Contact Information

Principal Contacts
Mr. Joel Holden, COO
Customer Contacts
Mr. Joel Holden, COO
Fax numbers
Primary Fax: (601) 856-1621
Additional Phone Numbers
Other Phone: (877) 462-3744
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD # 286261 for this business, issued by U.S. Securities and Exchange Commission

U.S. Securities and Exchange Commission

450 Fifth Street, NW

Washington DC 20549

Fax: (202) 9429634

Website

Additional Information

Business Categories
Financial Planning Consultants, Retirement Planning Services, Fee Only Financial Advisor

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.