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First Wealth Financial Group, LLP is made up of eight staff and independent financial professionals. We share an assertive, yet traditional approach to financial solutions and opportunities. As a team, our clients benefit from the strength of each of our areas of expertise. We find that clients are looking to get the maximum output from every dollar, and our Macro Asset Perspective Model or MAP, helps to do exactly that. MAP allows us to demonstrate and verify what options may be best and why. Clients appreciate understanding economic and financial truth when looking to the future.
Wealth Management, Investment Advisor, Financial Advisor.
We help people become financially independent through working with various financial products. We also protect you against risk.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to municipalities, individuals, and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Julie Crouse, financial advisor and owner of Green Tree Retirement Planning, has been in the financial services industry since 1999 and has worked as an independent advisor for Waddell Reed and New England Financial. She also worked in the institutional municipal 457 market as a retirement plan specialist with ICMA-RC. Julie combines the lessons and opportunities from each of her prior employers to bring you strong customer service, intuitive listening, and compassionate guidance. In partnering with Ausdal Financial Partners, Green Tree Retirement Planning and Julie are able to bring a wealth of resources, products, services, and advisory direction to her clients and therefore sincerely helping them to traverse lifes challenges.
Berthel Fisher & Company Financial Services, Inc. is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
403b Rollovers, IRA, Life Insurance, Asset Protection, Retirement Planning The firm is independent and takes pride in the products and services that they offer. Being independent, The Advisory Group, Inc. targets the right service and product for each clients specific needs and wants.