Strategy Financial Group - Phoenix, Arizona

Address: 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States.
Phone: 6023439301.
Website: strategyfinancialgroup.com
Specialties: Financial planner, Financial advisor, Financial consultant, Insurance broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Strategy Financial Group

Strategy Financial Group 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States

☎️6023439301

⏰ Open Hours of Strategy Financial Group

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–1 pm
Saturday: Closed
Sunday: Closed

Strategy Financial Group es una empresa de consultoría financiera con sede en Phoenix, Arizona, Estados Unidos. La empresa se encuentra ubicada en 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States., y puede ser contactada por teléfono en 6023439301 o mediante su sitio web en strategyfinancialgroup.com.

Características y servicios

Strategy Financial Group ofrece una variedad de servicios de consultoría financiera, incluyendo planificación financiera, asesoramiento financiero y consultoría de seguros. Los especialistas de la empresa tienen amplia experiencia en ayudar a las personas y las empresas a alcanzar sus objetivos financieros.

Especialidades

Financial planner: Los expertos de la empresa ayudan a las personas a crear planes financieros personalizados para alcanzar sus objetivos.
Financial advisor: Los asesores financieros de la empresa ofrecen consejos y recomendaciones para ayudar a las personas a tomar decisiones informadas sobre sus finanzas.
Financial consultant: Los consultores financieros de la empresa ayudan a las empresas a optimizar sus finanzas y alcanzar sus objetivos.
Insurance broker: Los agentes de seguros de la empresa ayudan a las personas y las empresas a encontrar las mejores opciones de seguros.

Ubicación y acceso

Strategy Financial Group tiene una ubicación accesible en 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States. La empresa ofrece servicios en línea y en persona, y es accesible para personas con discapacidad, con wheelchair-accessible car park, entrance y toilet.

Opiniones y recomendaciones

Strategy Financial Group ha recibido 10 reviews en Google My Business, con una media de opinión de 4.6/5. Los clientes han elogiado a la empresa por su conocimiento, experiencia y servicio al cliente. Algunos clientes han mencionado que se sienten como parte de la familia después de trabajar con la empresa.

Información recomendada

Para personas que buscan servicios de consultoría financiera, Strategy Financial Group es una excelente opción. La empresa ofrece una variedad de servicios y tiene una ubicación accesible. Los clientes han recibido un servicio excepcional y se sienten satisfechos con la experiencia.

Conclusión

Strategy Financial Group es una empresa de consultoría financiera con experiencia y conocimiento. La empresa ofrece una variedad de servicios y tiene una ubicación accesible. Los clientes han recibido un servicio excepcional y se sienten satisfechos con la experiencia. Si está buscando servicios de consultoría financiera, Strategy Financial Group es una excelente opción.

👍 Reviews of Strategy Financial Group

Strategy Financial Group - Phoenix, Arizona

Wendy C.

5/5

We started our journey with Calvin about 6 years ago, creating a trust. When it was time to start our retirement and annuity planning, the choice was easy.
Thanks to Calvin's knowledge and expertise, we are confident in our decision and couldn't ask for a better financial planner. His recommendations are spot-on and well informed; we never feel pressured to make a hasty commitment.
Strategy's staff is always warm and friendly. They make you feel welcome and a part of family.

Jeff B.

5/5

My experience with Calvin Goetz and his team at Strategy Financial Group for my financial planning has been excellent. Calvin is truly an expert in the field and offers practical, helpful advice. Calvin keeps me apprised of financial market conditions and helps me make informed decisions regarding my retirement planning. I highly recommend Calvin and his team for financial planning services.

Ty M.

5/5

Calvin with Strategy Financial Group has changed my LIFE! When I first met with him, we went over my complete financial situation. He assessed areas where I could improve and helped me set up a budget and a plan for my future! I recommend Calvin to all of my friends and family! Book an appointment today and you won’t be disappointed!

mira O.

5/5

I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want. I was worried about how to invest my money, and about how much income I would be able to generate.

I was referred to Calvin Goetz at Strategy Financial Group, and have been so happy with my experience working with Calvin and his team.

When I first met with Calvin, he took the time to get to know me and my goals for retirement. I felt like he really listened and took into account my personal well being when he made his recommendations. With the help of Calvin, I am now much more confident in my finances and income during retirement. It's a huge lift off of my shoulders and I'm looking forward to retiring in a few short years!

Thank you Calvin and the entire team at Strategy Financial Group!

Jerri

5/5

I have worked with Calvin and his team for several years. They are very knowledgeable and professional. Calvin took the time to learn what my financial concerns and expectations were and has built a retirement plan for me that exceeded my expectations. I have referred friends to this team and will continue to do so.

Karen O.

5/5

Andrew and his team have been instrumental in preparing my husband and I for a financially secure retirement. Andrew is thorough, knowledgeable and proactive in his recommendations. He has set up our family trust, wills and managed our investments with full understanding of our needs. I would highly recommend Andrew and his team of professionals.

Pam E.

5/5

I worked with Clay Netherlin at SFG. I’m approaching retirement age and needed to get my finances in order. Clay not only did an amazing job, he took the time to make sure I understood by throughly explaining everything throughout the process. I am so grateful for his expertise and feel much more at ease about my future retirement. Thank you Clay.

Mr P.

5/5

Webinar was helpful and follow through by staff outstanding. Would recommend this firm if you need help navigating your blueprint for retirement planning.