3 Best Financial Services in Phoenix, AZ

“Endeavor Advisors is one of the leading financial planners in Phoenix, Arizona. Charles Luong is the Co-Founder and President of the company. His passion for financial planning began in 2008. He started working for a large insurance planning firm in Brea, California. After working there for a couple of years, he decided that while he was in the right direction, he needed to be able to make recommendations that truly served his clients’ best interests. Every day, he finds new ways to serve their clients better. He and his team get to know you, your goals, and your dreams. Their advisors use their best thinking, innovative technology, and time-tested investment philosophy to create your comprehensive financial plan. Their company focuses on helping people make solid retirement plans. They provide individualized, hands-on assistance. They educate their clients about financial concepts and products, taking the mystery out of investing, retirement plans, insurance, estate conservation, and preserving wealth.

UNIQUE FACTS:
• Retirement and Savings Calculator
• Budgeting Tool
• Online Appointment.”

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“Farnam Financial is an Independent financial firm located in Phoenix, Arizona. The founder, Jonathan D. Bird, was born in Phoenix and graduated from Creighton University. Before founding Farnam, he managed over $250 million in client assets for 205 high-net-worth families. He holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. The team goal is to turn your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. They proudly serve as a fee-only fiduciary and never charge commissions or sell products. They're committed to their clients having better results and peace of mind. Their only goal is to help you meet your specific financial goals. They understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. Contact them to book an appointment.”

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“Strategy Financial Group is an independent financial service located in Phoenix, Arizona. Calvin Goetz is the founder and president of the firm. For nearly 20 years, He has dedicated himself to helping retirees and pre-retirees attain their financial, retirement, and estate planning goals. He and his team know that retirement and financial planning can be complicated, but they also know their business. Their years of experience allow them to provide clear, easily understood explanations of products and services to help you make the best decisions. Their advisors' team is committed to assisting customers in developing customized financial plans to meet their lifestyle goals for retirement. Their company focuses on conservative wealth management. They aim to help their clients build wealth while mitigating risk and maintaining their assets.

UNIQUE FACTS:
• Each Partner of Strategy Financial Group Holds a Series 65 Securities License
• Free Retirement Toolkit.”

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