Financial Strategies Group - Fargo, North Dakota

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Financial Strategies Group: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial guidance, Financial Strategies Group stands as a respected and established firm. Located at 1220 28th Ave N, Fargo, ND 58102, and reachable at Phone: 012340103, the firm offers a robust suite of financial planning services designed to help clients achieve their long-term goals. Their website, Website: finstrat.com, serves as a valuable resource for prospective clients, providing detailed information about their services and team.

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Specialties and Services

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Financial Strategies Group specializes in providing financial planning services. This encompasses a wide range of offerings, including retirement planning, investment management, education funding, estate planning, and tax planning. The firm’s approach is holistic, recognizing that financial well-being is interconnected with various aspects of a client’s life. They take a client-centric approach, prioritizing understanding each individual’s unique circumstances, risk tolerance, and aspirations.

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Location and Accessibility

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The firm’s physical location in Fargo, North Dakota, allows for convenient face-to-face consultations. It’s important to note that the office is designed with accessibility in mind. A wheelchair accessible entrance and wheelchair accessible parking lot ensure that individuals with mobility challenges can readily access the facility. Furthermore, a wheelchair accessible restroom is available on-site. Beyond accessibility, the office includes standard restroom facilities.

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Client Experience and Recommendations

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Client feedback consistently highlights the dedication and expertise of the team at Financial Strategies Group. Numerous clients have expressed satisfaction with the proactive and informative service they receive. A key element of their approach seems to be a genuine investment in the client’s financial future. The team demonstrates a commitment to providing clear explanations and exploring various options to align with individual needs. Scheduling an appointment is required, and the firm strongly recommends appointments to ensure sufficient time for a thorough discussion and strategic planning session. This structured approach allows the advisors to delve deeper into each client’s financial situation and develop tailored solutions.

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Google My Business Reviews

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Financial Strategies Group boasts a strong reputation within the local community, as evidenced by its 5 reviews on Google My Business. The average opinion is a commendable 4.2/5, reflecting a generally positive client experience. These reviews suggest a consistent focus on client service and a commitment to building long-term relationships. The feedback frequently praises the advisors’ knowledge, responsiveness, and ability to translate complex financial concepts into understandable terms. The emphasis on clear communication and personalized advice appears to be a cornerstone of their success.

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Key Features & Benefits

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• Personalized Financial Plans: Tailored strategies addressing specific goals and circumstances.

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• Investment Management: Expertise in managing diverse investment portfolios.

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• Retirement Planning: Assistance in securing a comfortable retirement future.

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• Education Funding: Guidance on saving and planning for higher education expenses.

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• Estate Planning: Strategies to protect assets and ensure a smooth transfer of wealth.

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The firm’s commitment to ongoing support and regular reviews ensures that financial plans remain aligned with evolving client needs and market conditions. They foster a collaborative environment, working closely with clients to navigate financial complexities and achieve their objectives. The team’s responsiveness and willingness to address client concerns further contribute to a positive and trustworthy experience.

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Contact Information and Scheduling

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For potential clients considering Financial Strategies Group, scheduling an appointment is essential. This allows for an initial consultation to discuss financial goals and assess current circumstances. The firm’s team appreciates proactive communication and encourages clients to reach out with any questions or concerns. The phone number, 012340103, provides a direct line to schedule appointments and speak with a financial advisor. Further details, including service offerings and fee structures, can be found on their website, finstrat.com.

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"summary": "Financial Strategies Group is a reputable financial planning firm in Fargo, ND, providing personalized services encompassing retirement, investment, and estate planning, with a strong emphasis on client satisfaction and accessibility.",
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👍 Reviews of Financial Strategies Group