Heidi Strauss's Colleagues at Strauss Financial Group, Inc.
Heidi Strauss's Contact Details
205-967-9595
Birmingham,Alabama,United States
Strauss Financial Group, Inc.
Heidi Strauss's Company Details
Strauss Financial Group, Inc, a Registered Investment Advisor, is a sophisticated firm that was established in 1988. We are an independent, fee- based Registered Investment Advisor, and as such, we stress the importance of getting to know our clients and finding out what is truly important to them. By doing so, we build a relationship based on trust that allows us to work together as a team to achieve their priorities and goals. Our mission is to create and preserve wealth for our clients by offering independent, personalized financial advice.Financial PlanningRetirement Income PlanningInvestment managementTrust ServicesEstate & Legacy PlanningEducation PlanningTax Strategies Insurance PlanningCharitable Giving