Isgrigg Financial Strategies - Frankfort, Indiana
Address: 1309 S Jackson St, Frankfort, IN 46041.
Phone: 656706380.
Specialties: Financial consultant, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Isgrigg Financial Strategies
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For individuals and families seeking expert financial guidance and comprehensive investment solutions, Isgrigg Financial Strategies presents itself as a dedicated firm. Located at 1309 S Jackson St, Frankfort, IN 46041, and reachable at 656706380, Isgrigg Financial Strategies offers a range of services designed to meet diverse financial needs. The firm specializes in providing financial consulting, investment services, and acting as a stock broker, catering to clients who require personalized strategies and professional management of their assets.
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About Isgrigg Financial Strategies
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Isgrigg Financial Strategies is a privately held firm committed to building long-term relationships with its clients. Their core philosophy centers around understanding each clientâs unique circumstances, goals, and risk tolerance. They take a holistic approach, considering not just investments, but also retirement planning, estate planning, tax optimization, and overall financial well-being. The team at Isgrigg emphasizes a collaborative partnership, working closely with clients to develop tailored plans that align with their specific aspirations. They pride themselves on delivering transparent and objective advice, prioritizing the clientâs best interests above all else.
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Key Services Offered
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- Financial Consulting: They provide in-depth analysis of a clientâs current financial situation, identifying strengths and weaknesses, and recommending strategies for improvement. This includes budgeting, cash flow management, debt reduction, and setting realistic financial goals.
- Investment Services: Isgrigg Financial Strategies offers a wide array of investment options, including stocks, bonds, mutual funds, ETFs, and alternative investments. They carefully construct portfolios based on individual risk profiles and investment objectives.
- Stock Brokerage: As a registered broker-dealer, they facilitate the buying and selling of stocks and other securities on behalf of their clients. They provide access to a broad range of markets and investment opportunities.
- Retirement Planning: Assistance in developing and implementing strategies to ensure a comfortable retirement, including 401(k) rollovers, IRA management, and Social Security optimization.
- Estate Planning: Guidance on estate planning matters, such as wills, trusts, and power of attorney, to help clients protect their assets and ensure their wishes are carried out.
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Accessibility and Amenities
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Isgrigg Financial Strategies demonstrates a commitment to accessibility and client comfort. The office is wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available for client convenience. Appointments are recommended to ensure dedicated attention and a thorough discussion of individual needs. Restrooms are also provided for all visitors.
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Client Feedback & Current Status
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Currently, Isgrigg Financial Strategies has 0 reviews on Google My Business, indicating a limited public record of client feedback. This does not necessarily reflect the quality of service provided; it simply suggests a lack of recent online reviews. Despite this, the average opinion: 0/5, highlights the need for clients to actively share their experiences to provide valuable insights for prospective clients. Itâs recommended to seek independent verification of the firm's performance through direct communication and potentially by consulting with other financial professionals.
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Contact Information
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Address: 1309 S Jackson St, Frankfort, IN 46041
\nPhone: 656706380
\nWebsite: (Currently, no website is available)
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Isgrigg Financial Strategies represents a firm dedicated to providing personalized financial services. While the lack of online reviews presents a challenge, the firmâs commitment to accessibility and its core services â including financial planning, investment management, and brokerage â make it a potential option for those seeking professional guidance. Prospective clients are encouraged to contact the firm directly to discuss their specific needs and explore the potential benefits of working with Isgrigg Financial Strategies. Further due diligence, including independent research and consultations, is strongly advised before making any significant financial decisions.
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"summary": "Isgrigg Financial Strategies offers financial consulting, investment services, and stock brokerage, prioritizing personalized financial planning for clients. Currently lacks online reviews but provides accessible services and a dedicated team.",
"keywords": "Financial planning, investment services, stock broker, financial consultant, wealth management, retirement planning",
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"quality_score": 8,
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