WELCOME TO STRATEGIC FINANCIAL PLANNING GROUP
We are an independent financial planning firm providing financial services to individuals, families, professionals, and small businesses.
Michael A. Langlois, CFP®, MBA, Principal and founder, is a Rhode Island Registered Investment Advisor. He has chosen to partner with Geneos Wealth Management, LLC. The alliance with Geneos ensures his clients receive a wide variety of investment choices to compliment and enhance their goals. All securities are offered through Geneos Wealth Management, LLC, a member of FINRA/SIPC.
The people who work at Strategic Financial Planning Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Our office is located at 55 Bald Hill Rd., Cranston, RI 02920. You may contact us via the Contact Us button at the top of the page; calling us at 401-463-3150 or by email: mlanglois@rifinancialplanner.com.
We appreciate your interest and sincerely look forward to serving you!
Check us out via the links below, by searching for Michael A. Langlois, CFP®.
FINRA http://www.finra.org/
SIPC http://www.sipc.org
SEC required "Customer Relationship Summary" is available below as file SFG CRS 2023.
