StrategIQ Financial Group, LLC
Investment ManagementView the employees at
StrategIQ Financial Group, LLC-
Douglas Hoover Vice President, Wealth Management at StrategIQ Financial Group, LLC
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Merrillville, Indiana, United States
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Top 5%
Jeremy D. Schares, CFP®, CRPC® Vice President - Wealth Management Services-
Greater Chicago Area
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Top 10%
Kashish Meghani Financial Analyst | M.S. Finance | CFA Level 2 Candidate-
Greater Chicago Area
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Rising Star
Sheri Cotton Client Experience Coordinator @ StrategIQ Financial Group, LLC | Executive Assistance-
St John
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Rising Star
Joshua Lawrence Chief Information Security Officer at StrategIQ Financial Group-
Crown Point, Indiana, United States
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Top 10%
Overview
Passion is what drives us. Integrity is how we work. Your trust is what we earn. When you’re with StrategIQ, you’re with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you. Whether you are an individual or a business, StrategIQ takes a personalized, hands-on approach to managing and growing your wealth. At StrategIQ we listen. Understanding you, your financial goals and your aspirations, is how we develop tailored wealth strategies. Your personalized financial plan is your roadmap and it is built upon your unique set of facts, feelings and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success. Over 25 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, StrategIQ has an integrated team of specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity. The Clients We Serve: Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants Investment advisory services are offered by StrategIQ® Financial Group, LLC, an investment adviser registered with the Securities and Exchange Commission.
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