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SG Financial | Fiduciary Retirement & Financial Planning
SG Financial: Fiduciary retirement planning with client-focused guidance.
5
Insurance
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SG Financial: Fiduciary retirement planning with client-focused guidance.
SG Financial | Fiduciary Retirement & Financial Planning in Henderson, NV offers client-focused retirement and financial planning. Reviews praise its fiduciary approach, prioritizing clients' financial wellbeing over commissions. The team, including Scott Groskreutz and Nick, provides friendly, knowledgeable guidance—emphasizing real retirement planning, not just portfolio analysis—and delivers answers tailored to individual needs.
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Personalized retirement portfolio analysis and strategies focused on your long-term financial security and income needs.
Expert advice and transfer services for annuities to optimize yields and enhance retirement income sources.
One-on-one sessions to understand your goals, priorities, and provide comprehensive financial planning solutions.
Tailored insurance products and strategies to protect assets and support retirement and estate planning.
Holistic management of investments and assets to grow and preserve wealth for future generations.
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Overall rating
Virginia Schneider
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. 🏒
Faye Davis
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.
Jeyla Briar
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.
Mike Defreitas
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.
Jennifer Belnap
Working with Scotty G is a pleasure. He’s knowledgeable, relatable and is really there to serve his clients. Highly recommend SG Financial.
