Equip your clients with sound guidance for the journey ahead.

The SFG Brokerage Team continues to provide innovative ideas and extraordinary service to our clients across Ohio and the surrounding areas.

At SFG Brokerage, our mission is to empower financial institutions by enabling them to deliver comprehensive guidance to their clients - equipping them with sound guidance for their journey ahead.

Our
Story

Get to Know Us

At SFG Brokerage, our focus is to aid brokers that work with us, so they can deliver solutions to their client base. To do this, we have collected a vast team of specialists with experience across various sectors of the marketplace.

Our design team assists financial professionals through analysis preparation and concept implementation, taking the first step toward solving a need for a client.

Facing a new or complex situation with one of your clients? Our business and estate planning experts are here to help you find the optimal solution.

SFG Brokerage can assist your business owner clients align their personal goals with their business planning objectives. Our specialists will analyze financial information and design plans that help brokers create solutions.

Proper business planning starts with knowing what the business is worth. SFG Brokerage assists financial professionals by evaluating a client’s company and implementing strategies designed to increase overall value.

Our team can analyze legal documents and provide strategies to allow you to better educate your client on wealth preservation strategies.

Need underwriting for a case, information on a product, or insight on a competitive situation? Our life, disability and long term care insurance specialists are aim to craft the best solution for your client.

Your Team

The culture at SFG Brokerage is one that puts community, collaboration, and connection first.
We work with professionals across the country and are committed to helping you serve the needs of your clients.