3 Best Financial Services in Phoenix, AZ

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.

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.

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.

I found Farnam Financial by scouring the internet for a financial planning firm that operates on a flat fee rather than charging me a percentage of my portfolio. Farnam is one of two that I found, the other is a company called Facet. After introductory phone calls with both firms, I chose Farnam because I like their investment strategy of using low fee index funds and I liked the idea of working with a local person. I have to admit I we have never met in person, but I still like knowing that I could meet in person and that Farnam has connections to the same community that I am a part of. Having said that, I do recommend Farnam's services no matter where you live. Farnam Financial offers honesty and financial expertise in a very efficient manner while somehow keeping the fees extremely reasonable!!

Jonathan was incredible to work with. His knowledge and breakdown of questions I had are tremendous. He is trust worthy and really knows how to make finances seem approachable. I have been putting off tackling some of my financial questions and JD made me excited to start on them. Highly recommend the firm and look forward to tuning into upcoming content from the team. Really appreciate it!!

Jonathan Bird was very generous with his time. He obviously knows his business, gave me valuable suggestions, and kept me from making a serious mistake. Even though my account is currently smaller than his minimum, he treated me as if I were a high roller. I can't recommend him enough if you need a financial planner.