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Welcome, SFG Clients!

At Strauss Financial Group, it is our daily pleasure to work with each one of you. Thank you for your continued trust in our team.

Client Portal

Click below to access your account(s) online via the Strauss Financial Group Portal.

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Quarterly Newsletter

Click below to access our most recent Quarterly Newsletter.

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Schedule a Meeting

Click below to access Arthur's virtual calendar and schedule a meeting.

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Contact Us
We would love to hear from you.

By Phone:

(205) 967-9595

 

Strauss Financial Group is proud to offer our direct office number, which will be answered by a member of our team. You can expect to speak with either Kate Wagstaff or Lauren Serrano.

By Email:

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Fee Structure: Strauss Financial Group, Inc. provides fee-based investment services.

This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place. A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our
business operations, services, and fees is available from Strauss Financial Group upon written request or you can access the information at IAPD. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Investment Advisory Services provided by a Registered Investment Advisor

© 2020 by Strauss Financial Group, Inc.

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