May Financial Group, Inc.

May Financial Group, Inc. Financial guidance for overwhelmed minds. At May Financial Group, we believe in serving others. This applies not only to business, but our lifestyles as a whole.

The best way to help yourself, is by helping out your community as a whole. This means that when it comes to our clients, we make sure to always do what's in their best interests. Being part of an independent Broker/Dealer has its perks. We are truly able to show our clients what we believe is best for them, instead of what the back office is currently pushing for us to recommend. Being independen

t, we are able to recommend a variety of different products and services including a multitude of mutual fund provers and life insurance companies. We are able to offer products like individual stocks, 401ks, IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, traditional trading accounts, actively managed accounts, and custodial accounts for minors. If all of those products sound overwhelming, don't worry. That's where we come in. We not only try to serve our clients by helping them pick which product or company is best for them, we also educate in the process. This means you're not only investing your money, you're understanding why. We feel educating our clients as to the why really helps everyone stick to the plan we have in place. There is not a fee to come and meet with us. We want to truly help people with their financial goals and charging for an initial meeting would hurt those goals. People come to use for a variety of different reasons and everyone has a slightly different goal. The goals we hear from our clients include things like retirement and retiring comfortably, giving more money to charity, paying off debt, saving for their child's education, creating a vacation fund, making sure they have enough life insurance for their loved ones, making sure they have enough life insurance for their business partners, and much much more. We will even review investment accounts you have at other firms and give suggestions. Sometimes, people just want to hire us as their advisor and keep their investments somewhere else. We are flexible and will work a variety of different ways for our clients. One of the ways we work for our clients if our variety of referral sources. Many times in the financial planning process, needs will arise for things like estate planning, tax planning, or even and increase in your home insurance. We have a deep network of trusted and local individuals that we work with that can help complete your financial plan. Our associates and licensed in multiple states including Ohio, Indiana, Tennessee, Texas, Illinois, Florida, Rhode Island, Colorado, and many more! Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc. a Registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765-453-9600
May Financial Group, Inc. is not owned or controlled by the CFD Companies

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
06/02/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

06/01/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/30/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Lifestyle inflation can be the enemy of wealth building.
05/29/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/28/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/27/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

When was the last time you paid yourself first?
05/26/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/25/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

What should you look for in a personal finance app?
05/23/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

What does it actually cost to raise a child? You might be surprised.
05/22/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Address

425 Memorial Drive
Greenville, OH
45331

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19375485035

Website

Alerts

Be the first to know and let us send you an email when May Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to May Financial Group, Inc.:

Shortcuts

Share

Category