Strategy Financial Group is an independent financial services firm helping individuals to create retirement strategies. Their advisors' team is committed to assisting customers in developing customized financial plans to meet their lifestyle goals for retirement. The firm is dedicated to growing its client's wealth while minimizing risk exposure and protecting existing assets. Their years of experience allow them to provide their clients with the tools and knowledge needed to make the most informed decisions for securing their financial future. Their team of advisors is committed to helping clients develop customized financial plans to meet their lifestyle goals for retirement. Their goal is to help their clients build their wealth while mitigating risk and maintaining their current assets. They also serve in Chandler, Scottsdale, Tucson, and Oro Valley. Contact them to schedule a consultation.
Best Financial Services in Phoenix
Handpicked Top 3 Financial Services in Phoenix, Arizona. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
STRATEGY FINANCIAL GROUP REVIEWS
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 the family.
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.
Webinar was helpful and follow through by staff outstanding. Would recommend this firm if you need help navigating your blueprint for retirement planning.
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Financial Life Planners are a diverse and talented team with one thing in common, helping their clients achieve their financial life goals. They are committed to assisting clients in establishing the best wealth-building habits to achieve their financial goals. Whether you invest in building wealth, protecting your family, or preserving your assets, their personalized service focuses on your needs, wants, and long-term goals. They help their clients establish the best wealth-building habits to prosper throughout their entire life. They create strategies that are tailored to your needs and goals. FLP takes financial advising to a higher level, guiding your family through all the curves and circumstances of life.
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FINANCIAL LIFE PLANNERS REVIEWS
I met with Cynthia Fick and learned about her awesome experience and background, as well as how she helps people. She's been doing financial planning for 30 years, so she's really experienced. Don't let some newbie practice with your money! She works with people of all budgets, end enjoys helping women with financial education. Cynthia does it all, including stocks and bonds, index funds, annuities and mutual funds. She really stays on top of her client's financial investments, so give her a call!
Cynthia is an amazing asset to have on my contact list! And being a Fiduciary makes her ethically bound to act in my best interest! With almost 30 years of financial advice and planning experience she can relate to my financial position. I know her quality financial advice is based on research and experience! Always a pleasure!
I met with Gina. She is very knowledgeable and offered a comprehensive plan without any obligations. Thank you for your professionalism
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CSI Financial Group is based in Phoenix, Arizona, and works with financial advisors throughout the United States. They help you grow your practice as an advisor and provide clients with the support and resources they need to protect their assets and legacy. They harness the strengths of independent estate and financial planning professionals and connect them with leading-edge innovation and proprietary technology. CSI Financial Group is established to partner with Financial Advisors looking to maximize their production and personal growth. They allow their team of experienced financial professionals to take your production to the next level by working hand-in-hand with your business. Contact them to Schedule a meeting.
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CSI FINANCIAL GROUP REVIEWS
Amazing group! I would recommend them to anyone that needs financial assistance.
Awesome service, very friendly and professional and extremely business savvy. Give them a call.
Highly recommend! Your finances are in good hands!
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