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Sound Financial Strategies Group LLC

EST. AUM
$217,657,061

CONTACTS

CLIENT ACCOUNTS
923

Firm Details

Metro area Jackson, MS
CRD Number 286261
Website soundfsg.com
Client types

Overview

Sound Financial Group is an independent financial services firm and registered investment adviser based in Madison, Mississippi, providing retirement-focused financial planning and wealth management services to individuals and families. The firm offers a broad range of services including retirement income strategies, IRA legacy planning, tax-efficient strategies, wealth management, asset protection, IRA/401(k) rollovers, investments, and annuities. As an independent firm, Sound Financial Group draws from a wide array of products and services to develop customized retirement strategies for each client.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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