SFG Wealth Advisors, LLC
Company

SFG Wealth Advisors, LLC

Financial Services Tampa, Florida, United States 5 employees
Employees
5

SFG Wealth Advisors, LLC Overview

Headquarters
Tampa, Florida, United States
Industry
Financial Services
Employees
5
Founded
1985
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About SFG Wealth Advisors, LLC

A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams with an emphasis on identifying and managing risks to their financial future. At SFG Wealth, we provide you an opportunity to implement unique strategies designed with a focus on what is truly important to you. Our services include financial planning, investment advisory services, charitable giving assessment and implementation, and estate planning analysis. A comprehensive investment plan may include: money management, real estate investments, tax-favorable partnership programs, private placement programs, and college savings/529 programs. For estate planning needs, we can assist in evaluating your current situation and employ the necessary resources to address the needs of your estate. Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through SFG Wealth Advisors, LLC. Investments in securities involve risk, including potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account, please contact our office directly. You should never post personal, account or transaction information anywhere on this site. Securities are not FDIC insured. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

SFG Wealth Advisors, LLC Contact Details

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SFG Wealth Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
David Zallo, Msfp Called to Help Veterans Organize Their Finances and Build Generational Wealth So They Can Retire (for the Last Time) * Us Army, Ret.
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Emily Kelly Client Services Coordinator at Sfg Wealth Advisors, Llc
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