Facebook Linkedin

Registered Investment Advisors

The following advisors are currently utilizing Sound Income Strategies for sub-advisory services.

Andrew Agemy

Agemy Financial Strategies, Inc.

Anthony Saccaro

Providence Financial inc.

Gerald Barnes

Financial Security Group

Greg Ferguson

Ferguson Financial, Inc

James Lineweaver

Lineweaver Wealth Advisors LLC

Joann Regan

Financial Security Group

Lorraine Grossman

Providence Financial Inc.

Michael Burleigh

Peak Capital Management

Michael Eastham

Fellowship Financial, LLC

Rachael Biggerstaff

Wood Financial Group

Sam McElroy

Stride Financial

Wes Wood

Wood Financial Group

Andrew Agemy

Position: Agemy Financial Strategies, Inc.
Categories: Sub Advisors

Anthony Saccaro

Position: Providence Financial inc.
Categories: Sub Advisors

Gerald Barnes

Position: Financial Security Group
Categories: Sub Advisors

Greg Ferguson

Position: Ferguson Financial, Inc
Categories: Sub Advisors

James Lineweaver

Position: Lineweaver Wealth Advisors LLC
Categories: Sub Advisors

Joann Regan

Position: Financial Security Group
Categories: Sub Advisors

Lorraine Grossman

Position: Providence Financial Inc.
Categories: Sub Advisors

Michael Burleigh

Position: Peak Capital Management
Categories: Sub Advisors

Michael Eastham

Position: Fellowship Financial, LLC
Categories: Sub Advisors

Rachael Biggerstaff

Position: Wood Financial Group
Categories: Sub Advisors

Sam McElroy

Position: Stride Financial
Categories: Sub Advisors

Wes Wood

Position: Wood Financial Group
Categories: Sub Advisors
 

Sound Income Strategies
Retirement Income Store

We have the resources and advisors needed to achieve new levels of growth and success and we are dedicated to supporting institutions, independent financial advisors, franchisees, and the clients that our advisors serve. Sound Income Strategies is an affiliate of Sound Income Group

Quick Links

Contact Us

500 West Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
[email protected]
Phone: 888-492-0505

Facebook Linkedin

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. © 2023 Sound Income Strategies.
www.sec.gov

Brokercheck