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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Strasbaugh is a financial advisor with The Colony Group, LLC. Susan has been in the financial industry for over 30 years and has a strong track record of providing personalized financial advice to clients. Susan holds a Series 7 and a Series 63 license, and is also a Certified Financial Planner. Susan has a strong background in providing financial planning services, including retirement planning, investment management, and estate planning. She is committed to providing her clients with the highest quality of service and helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MO
03/10/1994 - 07/15/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
05/20/1988 - 07/10/1989
HAMBRECHT & QUIST INCORPORATED (SAN FRANCISCO CA)
NY
03/22/1988 - 06/22/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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