Client 1st Advisory Group

Client 1st Advisory Group

Financial Services 611 Druid Road East 9 employees
Employees
9
Contacts
3
Emails
3
Phones
2

Client 1st Advisory Group Overview

Headquarters
611 Druid Road East
Phone Number
Available in AeroLeads
Website
c1ag.com
Industry
Financial Services
Employees
9
Founded
2013
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Client 1st Advisory Group

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

Client 1st Advisory Group Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Client 1st Advisory Group Org Chart

Sample employees and titles
Name Title Contact
Andrea Mears Managing Partner Client 1st Advisory Group, Llc
Email
Craig Phillips, Cfp, Aif, Ceft Advising "Sudden Money" Requires Specialized Skill Sets.
Email Phone
Michelle Mabry CEO at Client 1st Advisory Group - Empowering Women with Confidence and Peace in Their Financial Future
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 2 2 1
Executive 1 1 0

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