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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

StrategIQ Financial Group, LLC

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United States
Merrillville, IN
StrategIQ Financial Group, LLC

For over 25 years, we have been helping select individuals and businesses, institutions, and non-pro We get to know you, not only financially but personally.

The StrategIQ® Difference

WE LISTEN... And that is what our clients love about us. A detailed understanding of your goals and concerns helps us develop a holistic wealth management plan. Personal passion and integrity are what builds trust with our clients. Your best interests are not just a fiduciary standard to us. Rather, it is our guiding principle. But there is more. While the intellectual c

ompetency of our team members is essential, it is the addition of their emotional competency that genuinely sets us apart. The ability to empathize with clients, the passion for cultivating long-lasting relationships, the curious disposition to learn new things, the enthusiasm for problem-solving, the understanding of the importance of trust, loyalty, and care – all of these are essential characteristics of our team members. Just looking at data doesn’t give us the complete picture. Understanding your unique situation, needs, and objectives related to money, family, business, and life is essential in developing a financial plan targeted to you. Our Approach To Strategiq® Planning

Fiduciary Standard. We always act in your best interest when developing strategies and recommendations. We don’t receive any compensation from any products or services we recommend. Personalized Planning That Evolves. Everyone’s wealth journey is different. Whether you’re an individual, family, or business owner, no two paths are the same. Your goals, concerns, situation, and even emotional relation to wealth are unique to you and evolve over time. We understand that. So with StrategIQ, we develop customized plans that are structured and grow according to your life’s plan. You Don’t Work With a Single Advisor, You Work With a Team. While your personal StratgeIQ Advisors are exceptional at their craft, they don’t work alone. They are part of a team of specialists from different areas of wealth management who bring their diverse resources, experience, and specialized subject-matter knowledge required to deal with all aspects of our client’s needs. Client Service That Is Proactive and Not Reactive. Our clients regularly tell us how much they appreciate our unparalleled client service. We react expeditiously to their needs and also reach out and take action proactively, anticipating possible questions while addressing potential concerns. Interactive Online Tools Complement Our Wealth Management
You’re always in the know. While our intuitive online platform gives you easy, customized, and timely access to your financial information, wealth management means that our clients get “active” real-time planning. We don’t just hand you the tools and leave you to your own devices. We regularly assess, re-evaluate, and make recommendations, so your plan is continually working to meet your specific goals.

Address

101 E 90th Drive
Merrillville, IN
46410

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(219) 736-8902

Website

http://sfgweb.com/

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Our Story

When you're with SFG, you're with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you.

Whether you are an individual or a business, SFG takes a personalized, hands-on approach to manage and grow your wealth. At SFG, we listen. Understanding you, your financial goals, and your aspirations are how we develop tailored wealth strategies. Your personalized financial plan is your roadmap, and it is built upon your unique set of facts, feelings, and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success.

Foundation For Success Over 20 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, SFG has an integrated team of 15+ specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity.

The Clients We Serve: Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants

Our Philosophy

You are unique, and you require a uniquely qualified team of advisors. At the core of our wealth management philosophy is an understanding that every client, individual or business, institutional or non-profit, is unique. We create plans which are custom-tailored to each individual situation.

You don’t know what you don’t know. True wealth management evaluates various aspects of each client's life, including their assets, liabilities, risk tolerance, goals and aspirations, and designs plans that minimize risks and capitalize on unique opportunities based on these factors. At SFG, we believe it is vital to educate and inform you about the various investment and planning options that best serve your unique opportunities.

When we have a conversation, it is all about you. When we develop a customized plan, it is tailored to you. When you work with SFG, you have an individual advisor, as well as a whole team, focused on your specific goals and needs.

As an SEC registered RIA, we have the ability to work in all 50 States. We are a Trust Representative Office (TRO) of a Federally Chartered Trust Company offering comprehensive trust services. We are StrategIQ Financial Group!

Investment advisory services are offered by StrategIQ® Financial Group, LLC (SFG), an investment adviser (RIA) registered with the Securities and Exchange Commission (SEC).