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

Located at 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States, Strategy Financial Group is a reputable financial services provider specializing in financial planning, advisory, consulting, and insurance brokerage. Their team of professionals is dedicated to helping clients make informed decisions about their finances, ensuring their financial stability and security.

Especialidades y servicios

Financial Planner: Strategy Financial Group provides personalized financial planning services, helping clients set and achieve their financial goals.

Financial Advisor: Their financial advisors offer expert guidance and recommendations to help clients navigate their financial journey and make informed decisions.

Financial Consultant: As financial consultants, they assist clients in managing their finances, from investment strategies to retirement planning.

Insurance Broker: Strategy Financial Group also provides comprehensive insurance coverage solutions, ensuring clients' financial security and protection.

Otras características y comodidades

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet
Appointment required
Appointments recommended

Strategy Financial Group has earned a high reputation for their excellent services and expertise, with an average rating of 4.6/5 based on 10 reviews on Google My Business. Clients appreciate the trust, knowledge, and expertise they receive from the team, along with the warm, friendly service they consistently provide.

👍 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.