SRG Financial Advisors

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So many of our clients tell us that they want to be independent. We know exactly how you feel and have worked very hard for our independence. We are an independent firm. What does that mean? It means we don't have an ax to grind, it means we have access to investment products and insurance companies from all over the nation so we can offer recommendations that are in our clients' best interests, not a one-size-fits-all approach that can sometimes happen with a captive financial advisor. Our goal is to provide the best unbiased financial planning resources and products.