TSG Financial Strategies, LLC

TSG Financial Strategies, LLC

Financial Services 12201 Merit Dr. 6 employees
Employees
6
Contacts
2
Emails
2
Phones
2

TSG Financial Strategies, LLC Overview

Headquarters
12201 Merit Dr.
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
6
Founded
1988
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About TSG Financial Strategies, LLC

At TSG, our goal is for clients to be confident about their finances, no matter what life brings. We develop meaningful relationships because we’re committed to helping clients through every phase of life, and we love helping people thrive in their careers and personal lives. Mark S. Stratton and Jackie Battles are agents licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent insurance companies in the states of TX, CA (Stratton CA Insurance license #0I66697), AR (Stratton AR Insurance license #7487012), FL, OR, CO, KY, SC, AL, and ME. No insurance business may be conducted outside of these states referenced. Mark S. Stratton and Jackie Battles are Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisers, collectively in the states of TX, FL, CO, OR, and CA. As such, these services are strictly intended for individuals residing in the states referenced. Mark S. Stratton and Jackie Battles are collectively Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of TX, CA, CO, FL, and VA. No offers may be made or accepted from any resident outside the specific state referenced. TSG Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither TSG Financial, LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 12201 Merit Drive Suite 1000 Dallas, TX 75251 (972)774-2469

TSG Financial Strategies, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

TSG Financial Strategies, LLC Org Chart

Sample employees and titles
Name Title Contact
Logan Slead Associate Financial Advisor at Tsg
Email Phone
Audrey Mazurek Director, Public Health Preparedness
Email Phone
Mackenzie Myers Office Manager at Tsg Financial
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Riley Wall Manager of Client Experience at Tsg
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Employees by Management Level

Manager 2 profiles
Director 1 profile
Associate / junior 1 profile

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