Financial Services Of Concord

Our Beginnings and Values

Financial Services Group (FSG) was founded in 1977 by Gary and Myrna Kwasnecha, driven by a deep commitment to empowering individuals and families to achieve financial security. Over the past 45 years, we have grown into a reputable financial planning, insurance, and investment management firm, but our core values remain unchanged. We respect the personal and emotional nature of financial decisions and stand alongside our clients every step of the way.

Who We Are

Our team consists of experienced and dedicated professionals, including seven certified financial advisors and a supportive team of five dedicated professionals. We are passionate about leveraging our expertise to create customized financial plans that align with your unique needs and goals.

Our Services

We offer a comprehensive range of services to address all aspects of your financial life. These include:

Financial Planning & Advice

• Developing comprehensive financial plans tailored to your individual needs
• Retirement planning and optimization
• Investment planning and portfolio management
• Estate planning and wealth preservation
• Business succession planning

Investments & Savings

• Comprehensive portfolio management
• Mutual funds and ETFs
• GICs and other fixed income solutions

Insurance

• Life insurance
• Critical illness insurance
• Disability insurance
• Travel insurance
• Business insurance

And More

• Banking and employee benefits consulting
• Group benefits and retirement plans for businesses

Our Commitment

At FSG, we are dedicated to:

• Providing personalized attention and tailored solutions
• Building lasting relationships with clients
• Delivering exceptional client service
• Transparency and open communication
• Giving back to the community

Our History and Milestones

Throughout our 45-year journey, we have celebrated several milestones, including exceeding $500 million in assets under management, merging with Kinasewich Benefits Consulting, and acquiring two GIC businesses. These achievements reflect our continuous commitment to growth and innovation.