SMG Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

1300 W Centre Ave Ste 103, Portage, Mich...

Phone Number

(269) 903-2510

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About SMG Financial

SMG Financial offers comprehensive financial planning services, including retirement analysis, wealth management, and estate planning. They cater to individuals ranging from those just starting their financial journeys to clients with complex estates. The firm emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in all financial recommendations. With a team of experienced professionals, SMG Financial is committed to helping clients achieve their life goals with transparent and effective financial strategies.Explore more
SMG Financial's Social MediaPopular SearchesSMG FinancialSmg Cable Fund I LPSIC Code 62,628NAICS Code 52,523Show more

SMG Financial Org Chart

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MN
United States flag for contact location.

Wealth Management Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SMG Financial

<$5M
1-10
Private
-
1981
MN
Michael NowakWealth Management Specialist
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
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Company Profile Activity

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Among all Finance companies

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Activity Insights

SMG Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SMG Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SMG Financial.

SMG Financial Tech Stack

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Frequently Asked Questions Regarding SMG Financial

What is SMG Financial's official website?
SMG Financial's official website is www.smgfinancialus.com
What is SMG Financial's Revenue?
SMG Financial's revenue is <$5 Million
What is SMG Financial's SIC code?
SMG Financial's SIC: 62,628
What is SMG Financial's NAICS code?
SMG Financial's NAICS: 52,523
How many employees does SMG Financial have?
SMG Financial has 1-10 employees
What industry does SMG Financial belong to?
SMG Financial is in the industry of: Finance, Securities Trading
What is SMG Financial competition?
SMG Financial top competitors include: JBG Wealth Management, Pacific Coast Wealth Management, Great Lakes Wealth Advisors, Eves&Haines Wealth Management
What technology does SMG Financial use?
Some of the popular technologies that SMG Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact SMG Financial?
SMG Financial contact info: Phone number: (269) 903-2510 Website: www.smgfinancialus.com
What does SMG Financial do?

SMG Financial offers comprehensive financial planning services, including retirement analysis, wealth management, and estate planning. They cater to individuals ranging from those just starting their financial journeys to clients with complex estates. The firm emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in... all financial recommendations. With a team of experienced professionals, SMG Financial is committed to helping clients achieve their life goals with transparent and effective financial strategies.Read More

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

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