Welcome to Client 1st Advisory Group. We are truly a firm like no other. In our core values we believe in investing smarter, safer and better on a solid financial platform based on your individual goals. As an independent advisor, our sole allegiance is to our client. We are proud to operate in this fiduciary role free from conflicts of interest so we can always provide objective analysis and recommendations.
The partners of Client 1st Advisory Group are Craig Phillips, Michelle Mabry, Dave Stieh and Andrea Mears. Together we bring a strong, synergistic wealth of leadership and experience to the table. We take great pride in giving you financial peace of mind by being readily available with a knowledgeable, proactive approach.
At Client 1st Advisory Group, we believe our name says it all. We always have, and always will hold our clients’ best interest as our number one priority.
We believe in the philosophy that wealth is a means, rather than an end. We strive to assist you in achieving your life’s goals, whether it be a comfortable and dignified retirement, higher education, worldwide travel or simply a lifetime of financial security. Through solid financial and strategic advice, we can help guide you through life’s many changes and challenges, both anticipated and unexpected. In short, at Client 1st Advisory Group, our financial advisors want to empower you to pursue your financial dreams.
Our quality service is based on a foundation of well-grounded skill sets, including estate planning,insurance, and wealth management, in addition to state-of-the-art technology and systems. But to that foundation, we add a component of ourselves, ourpersonalities, and the goal of helping you do the the best you can for yourself financially.
Thank you for visiting our website and we welcome the opportunity to personally speak with you about your financial goals any time.
Offices in:
Clearwater, FL
Hattiesburg, MS
Vero Beach, FL
Company Details
- Employees
- 9
- Founded
- -
- Address
- 611 Druid Road East,
- Phone
- 800-843-3249
- in****@****1ag.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- c1ag.com
- Keywords
- Private Wealth Management, Retirement Income Planning, Estate Planning, Investment Planning, Tax Planning, Business Planning, Risk Management, Accumualtion Planning.
- HQ
- Clearwater, FL
Client 1st Advisory Group Questions
Client 1St Advisory Group's helpline number is 800-843-3249
Client 1St Advisory Group's website is c1ag.com
Client 1St Advisory Group's LinkedIn profile is https://www.linkedin.com/company/client-1st-advisory-group
Client 1St Advisory Group has
9 employees.
View email and phone details for 9
employees at Client 1St Advisory Group.
Client 1St Advisory Group's industry is
Financial Services
Client 1St Advisory Group's top competitors are
Unified Wealth Management Llc,
Pfg Private Wealth Management, Llc,
Brightwater Advisory,
Client 1st Mortgage,
Stronghold Wealth Management,
Private Wealth Group, Llc,
Markowski Investments,
Yale Capital Corp,
Cassedy Financial Group,
Warwick Shore Advisors.
Client 1St Advisory Group's support email address is info@c1ag.com
Client 1St Advisory Group's categories are Financial Services
Client 1St Advisory Group's founding year is 2013
