Frequently Asked Questions about our recent Transaction

Thank you all for the incredible amount of good wishes on our recent transaction.  We wanted to write this follow up email to clear any confusion. Please feel free to call or email with any additional questions.

  • Are our partners, associates and staff remaining the same?
    • All our partners, associates and staff are staying.  Everyone is at the same location, email and phone number.  We are here to serve and support as always.
  • What is the reason behind the merger?
    • To increase our capabilities and resources to serve our clients both locally and across the country.  We have four practice groups:
      • Employee Benefits
      • Retirement Plans (401k and Pension)
      • Wealth Management, Individual Insurance & Financial Planning
      • Property and Casualty/Risk Management

As a result of this merger, we maintain the critical role of being in direct contact with our clients, just as we have in the past, while gaining access to more resources. We are now part of a growing firm with more than 30 offices throughout the country.  The end result is more capabilities and brain power to help you. 

Thank you again for your kind words, we look forward to continue helping you now and in the future.

To view Tuesday's press release, please click here.

TSG Financial LLC is a Financial Services company located in Garden City, NY. Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. TSG Financial LLC, Risk Strategies Company and Securities America are separate entities. Securities licensed in: AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, LA, MD, MA, NJ, NY, NC, OH, OR, PA, SC, TX, UT, VA, DC . The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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