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About Us.The staff at Ferris Financial Group is committed to offering you comprehensive strategies that can help you in your financial decision-making. There is no magical formula for choosing a plan, but our team of financial consultants is here to help you evaluate and select a plan that is most suitable for your situation. With varying levels of plan participation, diversification, coverage, risk, and growth potential, our goal is to work with you to customize a plan to make saving for your future a rewarding experience.
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What Makes Us Different.We communicate with you the old-fashion way. It’s our job to reach out to you as often as possible to make sure your needs are being met. So forget the harassing phone calls with the scripted sales pitch—or worse yet—the advisor that never contacts you. Ferris Financial Group devotes its time and energy not to product quotas and sales goals, but to understanding your individual financial objectives.
We’ll leave the industry lingo behind. Choosing a path for your financial goals can be intimidating, especially when you are met with a commissioned sales person. Rest assured; Ferris Financial Group has no agenda other than your success. We give you sound advice based on the best options for you and your financial wellness. |
Our Goal.The staff at Ferris Financial Group is committed to offering you comprehensive strategies that can help you in your financial decision-making. There is no magical formula for choosing a plan, but our team of financial consultants is here to help you evaluate and select a plan that is most suitable for your situation. With varying levels of plan participation, diversification, coverage, risk, and growth potential, our goal is to work with you to customize a plan to make saving for your future a rewarding experience.
Many people think that financial advisement is for building a retirement plan only, but we serve in other capacities, too. In fact, we can help you with any financial situation. |
Meet Our Team.
Steve Ferris
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Matt Ferris
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Marcus Schmidt
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Shelby Ferris
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Contact us today to set up an appointment with our professional staff to learn more about the tools and
support available to you in building, managing and maintaining your investment portfolio.
support available to you in building, managing and maintaining your investment portfolio.