Strategy Financial Group is an autonomous financial services company specializing in assisting individuals in creating retirement strategies. Their team of advisors is dedicated to helping customers establish personalized financial plans that align with their retirement lifestyle objectives. The company primarily focuses on growing clients' wealth while minimizing risk exposure and safeguarding existing assets. Leveraging their extensive experience, they equip clients with the necessary tools and knowledge to make well-informed decisions and secure their financial future. The advisors remain steadfast in supporting clients in devising tailored financial plans that cater to their retirement goals. Their ultimate aim is to aid clients in wealth accumulation while mitigating risks and preserving their current assets. Additionally, Strategy Financial Group operates in Chandler, Scottsdale, Tucson, and Oro Valley, offering its services in these locations. Feel free to reach out to them and schedule a consultation.
3 Best Financial Services in Phoenix, AZ
Expert recommended 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.
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 is a Financial planner in Phoenix, Arizona. The Firm consists of a diverse and skilled team united by a shared purpose: helping clients attain their financial life objectives. Their unwavering dedication revolves around supporting clients in establishing effective wealth-building habits that lead to the accomplishment of their financial aspirations. Whether clients seek to invest in wealth creation, safeguard their families, or preserve their assets, the team delivers personalized services that prioritize individual needs, desires, and long-term goals. By assisting clients in adopting optimal wealth-building practices, they empower them to thrive throughout their entire lives. They develop customized strategies tailored to each client's unique requirements and objectives. Going beyond traditional financial advising, Financial Life Planners elevate the experience by providing guidance and support for navigating the twists and turns that life may present to their clients and their families.
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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 collaborates with financial advisors across the United States Based in Phoenix, Arizona. They aim to assist them in expanding their practices. In addition, they are dedicated to offering clients the necessary support and resources to safeguard their assets and leave a lasting legacy. By leveraging the expertise of independent estate and financial planning professionals, CSI Financial Group connects them with cutting-edge innovation and proprietary technology. The organization primarily aims to form partnerships with Financial Advisors who aspire to maximize their productivity and personal development. Through a collaborative approach, their team of experienced financial professionals works closely with your business to elevate your production to new heights. To schedule a meeting, please don't hesitate to get in touch with them.
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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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