Achieving long-term financial success requires unwaveringly disciplined and a solid foundation
Achieving long-term financial success requires unwaveringly disciplined and a solid foundation
This is how Louis Financial Group (LFG) came to be.
This is how Louis Financial Group (LFG) came to be
One man with a big plan began his journey in 2014 to establish a firm that serves individuals from all walks of life. Serge Louis firmly believes everyone can achieve financial freedom with the proper guidance while navigating the complexities of generating and managing wealth.
Serge’s personal story originates in Haiti, where he was born. He migrated to the United States in April 1997 and settled in Miami, FL. There, he dedicated himself to pursuing his academic goals and worked tirelessly to achieve them. After completing high school, Serge continued his education at the University of South Florida for approximately 2 ½ years. Later, he transferred back to Miami to attend Florida International University, as he desired to be closer to home. Serge successfully graduated and entered the workforce as a financial service professional with DBS Financial Group, a MassMutual Firm.
Passionate about his profession and helping people achieve their financial goals and dreams, Serge soon realized that the industry focused more on selling products and meeting quotas than providing genuine financial advice and education. He also noticed that the industry’s business model primarily catered to high-net-worth individuals, leaving those with significant financial needs underserved.
Motivated by his desire to truly listen, educate, and advise clients with their best interests in mind, Serge decided to forge his path and established Louis Financial Group (LFG).
Louis Financial Group (LFG) aims to provide objective financial advice and tailored, comprehensive plans that prioritize the client’s needs above all else. Serge Louis works diligently each day to guide his clients toward financial freedom. As Serge and LFG continue to write their story, we invite you to be a part of it and join us on this journey.
Investment advisory and fee-based financial planning services are offered through LFG Wealth Management, LLC, a State (FL) registered Investment Advisory Firm. 7971 Riviera Blvd Suite 326, Miramar, FL 33023 (954)526-5240. Additional information about LFG is also available via the SEC’s website: http://www.adviserinfo.sec.gov.You can search this site using a unique identifying number, a CRD number. The CRD number for LFG is 171123.
LFG Wealth Management, LLC offers access to securities through Altruist Financial LLC, a self-clearing broker-dealer. Member FINRA/SIPC. Check the background of Altruist Financial LLC on FINRA’s Broker Check. Shareholders Service Group, Inc. (“SSG”) is also a member of FINRA/SIPC with clearing and custody provided by Pershing LLC, Member SIPC. LFG Wealth Management, LLC’s clients establish brokerage accounts through Altruist. LFG Wealth Management, LLC maintains an institutional relationship with Altruist whereby Altruist provides certain benefits to LFG Wealth Management, LLC, including a fully digital account opening process, a variety of available investments, and integration with software tools that can benefit LFG Wealth Management, LLC, and its clients.
Insurance products are offered through Louis Financial Group, LLC, and Louis Insurance Agency, Inc, licensed insurance agencies registered in Florida. Tax and Accounting Services are offered through LFG Accounting Services, LLC. LFG Wealth Management, LLC, LFG Accounting Services, LLC, Louis Financial Group, LLC, and Louis Insurance Agency, Inc are not affiliates or subsidiaries of Shareholder Service Group, Inc, Altruist LLC, and Altruist Financial LLC.
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