Financial Solutions Group

Accounting for Legal Practices · New York, United States · 1-10 Employees

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Overview

Headquarters

2078 Richmond Ave, Staten Island, New Yo...

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Financial Solutions Group

Financial Solutions Group, LLC is here to share its expertise in tax planning and efficiency as it pertains to income and investing. We are committed to our clients, showcased through our managing and nurturing of the relationships we share with them, and by always representing their best interests at all times as we are fiduciaries. Our humble and knowledgeable staffwith more than 100 years of combined experienceis dedicated to its community of clients because we see them at local grocery stores, churches and restaurants around town. We are present and accessible to all of them, treat them with honesty and serve them with integrity. We are passionate about helping people achieve their financial goals, whether its planning for a childs college education or their own retirement. No matter the situation, we find it extremely rewarding seeing strategies come to fruition. Our drive comes from our desire to maintain our independence in order to best serve our clients. Our philosophy is: WorRead more
Financial Solutions Group's Social MediaPopular SearchesFinancial Solutions Group LLCSIC Code 87,872NAICS Code 54,541Show more

Financial Solutions Group Org Chart

PhoneEmail
PW
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Director, Operations

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Solutions Group

<$5M
1-10
Private
<$5M
-
PW
Paul WicherDirector, Operations
<$5M
1-10
Private
-
2002
DK
David KembleDirector, Human Resources
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
1989
SG
Samantha GrussDirector, Client Relations
<$5M
1-10
Private
-
-
DK
Dave KnutsenSenior Director
<$5M
1-10
Private
-
-
PC
Payton CollinsPresident & Wealth Advisor
<$5M
1-10
Private
-
2016
MM
Marianne MayClient Support Specialist
Illustration of an envelope

Financial Solutions Group financials insights

Gather financial insights about Financial Solutions Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$110K

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Financial Solutions Group Tech Stack

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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Financial Solutions Group

What is Financial Solutions Group's official website?
Financial Solutions Group's official website is www.fsgny.com
What is Financial Solutions Group's Revenue?
Financial Solutions Group's revenue is <$5 Million
What is Financial Solutions Group's SIC code?
Financial Solutions Group's SIC: 87,872
What is Financial Solutions Group's NAICS code?
Financial Solutions Group's NAICS: 54,541
How many employees does Financial Solutions Group have?
Financial Solutions Group has 1-10 employees
What industry does Financial Solutions Group belong to?
Financial Solutions Group is in the industry of: Accounting for Legal Practices, Business Services
What is Financial Solutions Group competition?
Financial Solutions Group top competitors include: C F Professional, Kokesh Financial Strategies, TPC Financial, Alliance Financial & Income Tax
What technology does Financial Solutions Group use?
Some of the popular technologies that Financial Solutions Group uses are: reCAPTCHA, Adobe Typekit, QuickBooks, Microsoft 365
What does Financial Solutions Group do?

Financial Solutions Group, LLC is here to share its expertise in tax planning and efficiency as it pertains to income and investing. We are committed to our clients, showcased through our managing and nurturing of the relationships we share with them, and by always representing their best interests at all times as we are fiduciaries. Our humble and... knowledgeable staffwith more than 100 years of combined experienceis dedicated to its community of clients because we see them at local grocery stores, churches and restaurants around town. We are present and accessible to all of them, treat them with honesty and serve them with integrity. We are passionate about helping people achieve their financial goals, whether its planning for a childs college education or their own retirement. No matter the situation, we find it extremely rewarding seeing strategies come to fruition. Our drive comes from our desire to maintain our independence in order to best serve our clients. Our philosophy is: Work smart and efficiently while doing the right thing for the client. Holds his Series 7 and 63 licenses. Bachelor of science in accounting from St. Johns University. Bachelor of science in finance from St. Johns University. 20+ years of accounting experience.Read More

What are Financial Solutions Group social media links?
Financial Solutions Group Facebook page
Is Financial Solutions Group a public company?
Financial Solutions Group is private company therefore does not currently have an official ticker symbol
See more information about Financial Solutions Group

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