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, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.6/5.

Location of Strategy Financial Group

6023439301

Strategy Financial Group, located at Address: 7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States, is a well-established financial services provider with a reputation for excellence. With a phone number Phone: 6023439301, this company has made it easy for potential and existing clients to reach them. Their website, Website: strategyfinancialgroup.com, is informative and user-friendly.

The company specializes in financial planning, financial advisory, financial consulting, and insurance brokerage. These Specialties make Strategy Financial Group a one-stop-shop for all financial needs, providing a comprehensive range of services that cater to both individuals and businesses.

Strategy Financial Group is also known for its accessibility features, including a Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. Additionally, they offer Online appointments and On-site services, demonstrating their commitment to convenience and flexibility.

The company has received numerous positive reviews, with a notable Average opinion: 4.6/5 from 9 reviews on Google My Business. Client testimonials praise their professionalism, expertise, and personalized approach to financial services.

When visiting Strategy Financial Group, it is recommended to appointment required or at least appointments recommended. This ensures that clients receive the necessary attention and that the company can provide the best possible service.

Reviews of Strategy Financial Group

Strategy Financial Group - Phoenix, Arizona

Wendy Campbell

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.

Ty Mealey

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!

Jeff Brodin

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.

mira olic

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 Oliver

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 Ellars

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 Paul

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.