Wealth Strategies Financial Group
Financial Services • 
Southfield, Michigan, United States • 21-50 Employees
Company overview
| Headquarters | 20750 Civic Center Dr, Suite 590, Southfield, Michigan 48076, US |
| Phone number | +10644976 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Financial Services, Wealth Management, Retirement Planning |
| Founded | 1880 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wealth Strategies Financial Group
Bryon T Knuth
Sales Director
Steve Nazoyan
Director/Financial Advisor
Hlakudi Mmakala
Director Of Operations
Wealth Strategies Financial Group Email Formats
Wealth Strategies Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthsfg.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthsfg.com | 66.7% |
{first name}{last name} | johndoe@wealthsfg.com | 33.3% |
About Wealth Strategies Financial Group
At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We aim at becoming a lifetime resource for each and every one of our clients. Our financial professionals are motivated every day to do what they can to help people succeed in their professional, financial and personal lives. We enjoy coaching others as they navigate life’s ups and downs to help them come out as winners. Wealth Strategies Financial Group is built on these motivations. Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all that we do. Our firm values civic service and volunteerism within the community, and are involved in organizations such as the Arthritis Foundation, Habitat for Humanity and the Alzheimer’s Association. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 20750 Civic Center Drive Suite 590, Southfield, MI 48076 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Advisory services may only be offered by investment advisor representatives.
Wealth Strategies Financial Group revenue & valuation
| Annual revenue | $350,000,000 |
| Revenue per employee | $11,667,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealth Strategies Financial Group has 15 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealth Strategies Financial Group has never raised funding before.
Wealth Strategies Financial Group Tech Stack
Discover the technologies and tools that power Wealth Strategies Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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Italy
Canada
United Kingdom
Frequently asked questions
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