INTERSTATE FINANCIAL GROUP, INC.

Overview

Interstate Financial Group, Inc. operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It does not classify itself as a capital allocator and does not engage in active ESG investing. The firm has a fixed fee structure, which reflects its commitment to transparency in pricing for its advisory services. Additionally, Interstate Financial Group serves as a registered representative of a broker-dealer and operates as an insurance broker, broadening its service offerings to clients.

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