Services Offered
Fiduciary Retirement Planning
Personalized retirement portfolio analysis and strategies focused on your long-term financial security and income needs.
Fixed Index Annuity Services
Expert advice and transfer services for annuities to optimize yields and enhance retirement income sources.
Financial Consultation
One-on-one sessions to understand your goals, priorities, and provide comprehensive financial planning solutions.
Insurance Planning
Tailored insurance products and strategies to protect assets and support retirement and estate planning.
Wealth Management
Holistic management of investments and assets to grow and preserve wealth for future generations.
Reviews
5(5 reviews)
Rating Distribution
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Virginia Schneider
via Google
9 months ago
As a recent widow, I moved from the East Coast to Nevada in 2022…Since I needed to reassess my retirement portfolio, I attended a few local financial seminars. In early 2023, I attended a dinner seminar presentation hosted by Scott G. I liked his friendly, professional, & trustworthy style…So I wrote him a note on my info sheet. Turns out that he went to college at Bringham Young on Oahu & I attended U Hawaii at Manoa… On my first financial meeting, Scott expressed concern that my annual income sources were not enough to meet my annual financial needs. He studied my portfolio & advised that I needed to transfer a Fixed Index Annuity to another insurance company…for a better yield…He was RIGHT I’m forever grateful that I met this most amazing…Fiduciary! His first/foremost concern is the financial wellbeing of his clients, not his potential commissions … I enjoy keeping in touch with Scott & his young family. Father & sons all play ice hockey. 🏒
F
Faye Davisvia Google
9 months ago
My meeting with Scott Groskreutz, SG Financial's executive, was an exemplary, customer-focused session. Throughout the meeting, Scott sought to understand my retirement interests and priorities. This session exceeded my expectations.
J
Jeyla Briarvia Google
9 months ago
If you want real financial planning—not just portfolio analysis disguised as advice—work with this team. Nick has had an answer for every personal finance question I’ve ever thrown at him, and I’m genuinely better off because of it.
M
Mike Defreitasvia Google
about 1 year ago
Scott and his team at SG Financial are exceptional to work with! You can definitely tell they care about their clients. I would highly trust them with my retirement planning.
J
Jennifer Belnapvia Google
over 1 year ago
Working with Scotty G is a pleasure. He’s knowledgeable, relatable and is really there to serve his clients. Highly recommend SG Financial.
