SI
Strategic Income Group
Strategic Income Group: Personalized planning with integrity and peace of mind
5
Business
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Strategic Income Group: Personalized planning with integrity and peace of mind
Strategic Income Group provides personalized financial and estate planning in Chandler, AZ. Clients highlight knowledgeable planners like Laurie Simons and Michael Gauthier for clear guidance, tailored strategies, and a sincere focus on clients' best interests. The team is praised for honest, responsive service and the peace of mind that comes with smart retirement and investment planning.
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Tailored investment strategies and financial plans designed to meet your specific goals and risk tolerance.
Comprehensive retirement strategies to help you build and secure your financial future with confidence.
Expert guidance on estate management to protect and transfer your assets according to your wishes.
Diversified investment portfolios managed with a focus on safety and growth, even during market downturns.
One-on-one consultations with knowledgeable planners who take time to understand your needs and provide clear explanations.
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Overall rating
Mary Utoft
I cannot say enough wonderful things about my Certified Financial Planner, Laurie Simons. She is not only incredibly knowledgeable and professional, but also genuinely caring and compassionate. She takes the time to truly understand my goals and always puts my best interests first. I never feel rushed or overwhelmed. She explains everything clearly and makes me feel confident in every decision. It's rare to find someone who combines expertise with such kindness and integrity. I'm so grateful for her guidance and the peace of mind she brings to my financial planning journey.
Rebecca Sexton
You know instantly with Keri at Strategic Income Group that you have made the right choice. She welcomes you with a warm smile. She provides one of the highest levels of true customer service and honest care for her clients. She is incredibly knowledgeable and will make sure your investments are best for you and your future. I can't think of anyone else I'd recommend!
Julie M. Klodt
Strategic Income Group offers a truly unique and diversified financial and estate planning experience. I have used other financial planning companies during my investment years, and the other companies do not begin to compare. With Mike Gauthier, I am getting a truly personalized investment strategy and working plan for my future. This is something I have not experienced previously, so it gives me a lot of confidence in my future. Mike and the SIG team are always looking for ways to enhance their offerings to clients--and they do not disappoint. They continually work on my behalf and are always looking out for me. It is truly appreciated!
Aaron Edris
We are grateful to have found Bob and the team at Strategic Income. We are a young family trying to get ahead on retirement planning and investment strategies. Before coming to sig, we were solely relying on company plans and our own trading intuitions. In the time we've been there, the strategies and opportunities have done many times better and safer in down turns. Bob and the team are always very fast at answering my questions and provide good detail and insight. We are very happy with Strategic Income Group and would highly recommend.
Glen Harry
There's nothing like having peace of mind! After many years of investing on our own as well as seeking other companies to handle our investments, we formed a relationship with Strategic Income Group. In the many years we've been clients, we have no regrets. Honesty and integrity mean a great deal these days. We trust Michael Gauthier as he always looks out for our best interest.
