Broker Check

Affiliation

Wealth Strategies Group LLC is not affiliated with Sigma Financial Corporation.  Sigma provides us with compliance review, a brokerage account trading platform, back office support and various products and services that enable us to provide complete services to our clients.

Sigma Financial Corporation: Member FINRA/SIPC
300 Parkland Plaza; Ann Arbor, MI 48103 734-663-1611

Since 1983, we have been leading clients to financial freedom, living up to our motto: Financial planning today for financial freedom tomorrow.

Today, Sigma Financial Corporation stands out as one of the nation’s premier independent broker/dealers.  With more than 500 representatives, Sigma Financial Corporation provides financial services to clients in all 50 states.

Planning Services:

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Survivor Needs
  • investment Related Tax Strategies
  • Accumulation Planning
  • Portfolio Analysis
  • Online Account Access

Freedom of Choice

Your needs and individual goals are unique and so are your investment choices.  As an independent broker/dealer, we give you and your financial professional the freedom to decide what investments are appropriate for you. 

At Sigma Financial Corporation you can choose from

  • Thousands of Mutual Funds
  • Variable & Fixed Annuities
  • Life Insurance Products
  • Institutional Account Managers
  • Dozens of Retirement Plans
  • Common and Preferred Stocks
  • Stock Options
  • Corporate, Munis and Government Securities
  • Certificates of Deposit (CDs)
  • Long-term Care and Disability Insurance
  • Traditional Mortgage Products
  • Alternate Investments and REITs

Brokerage Account Platforms:

Sigma provides us with 2 platforms for brokerage accounts; Fidelity Institutional Wealth Services (FIWS) for Fee-Based accounts through Sigma Planning Corp. and National Financial Services (NFS) for Retail-Based accounts through Sigma Financial Corp.