At Souders Financial Group, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve. Since 1992, Souders Financial Group has helped individuals and businesses plan for their financial needs.
From investment management and financial planning for individuals and families, to 401(k), profit sharing and defined contribution plans for businesses, Souders Financial Group clients benefit from more than 75 years of industry experience and a commitment to unparalleled service.By gathering and analyzing your financial information and goals, we will design, present and implement a financial plan for you.
From investment management and financial planning for individuals and families, to 401(k), profit sharing and defined contribution plans for businesses, Souders Financial Group clients benefit from more than 75 years of industry experience and a commitment to unparalleled service.By gathering and analyzing your financial information and goals, we will design, present and implement a financial plan for you.
Services
As independent advisors we enjoy the freedom to place your best interests first, ensuring our advice, recommendations and strategies are fully aligned with your goals and objectives. As independent advisors we have no proprietary products, no obligations to investment product manufacturers, and no cross-sell quotas or home-office directives that may lead to conflicts of interest.
At Souders Financial Group, you will work directly with a primary advisor and develop a strong relationship to ensure all your needs are addressed. You will also benefit from the experience of our team of advisors who have collectively attained the designations of CERTIFIED FINANCIAL PLANNER practitioner, Certified Public Accountant, Retirement Income Certified Professional and Accredited Investment Fiduciary.
For investment advisory accounts managed for clients, our compensation arrangements are done so on a fee-only basis through the firm's wrap program. Souders Financial Advisors' fee-based approach to financial planning and investing is designed to put our clients first and ensures we are always working in their best interest.
At Souders Financial Group, we work with clients in many different stages of their lives. Whether you have recently started investing or are well into your retirement, our team of advisors has the experience to help with your financial planning needs. Andrew is 29 years old and was recently married.
Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities.
The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product.This profile should not be considered as a solicitation for services. To Check Firm or Individual Backgrounds please go to Finra's Brokercheck.
The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product.This profile should not be considered as a solicitation for services. To Check Firm or Individual Backgrounds please go to Finra's Brokercheck.
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