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Strategy Financial Group
Empowering your financial future with personalized retirement and investment strategies.
4.2(5 reviews)
Insurance
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Empowering your financial future with personalized retirement and investment strategies.
Strategy Financial Group is a trusted insurance agency and financial consultancy in Phoenix, AZ, specializing in retirement planning, investment guidance, and legal document preparation. The team, including advisors like Jeremy, Drew, and Michael, offers transparent, client-focused services to help individuals and couples achieve financial security. With a commitment to education through seminars and personalized consultations, they build long-term relationships based on trust and expertise.
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Personalized strategies to help you prepare for a secure and comfortable retirement, including fund rebalancing and goal setting.
Expert guidance on investing your assets to align with your financial objectives and risk tolerance.
Comprehensive insurance solutions to protect your financial future and provide peace of mind.
Assistance with essential legal documents such as trusts and wills to ensure your affairs are in order.
One-on-one meetings to discuss your financial concerns and develop customized action plans.
Jeremy and the Team did a great job preparing my partner and me for financial success in retirement planning, trust development and investment guidance. Very happy client!! I’d give Strategy Financial Group 10 stars!!
We met the Strategy Group at one of their women retirement seminars at the Tempe Library. Jeremy did a great job breaking down retirement concerns in easy to follow concepts. We did schedule a follow up interview and found their knowledge and transparency so helpful! They helped us rebalance our retirement funds and work on legal docs we’ve been avoiding. We highly recommend Strategy Financial.
I joined the Strategy Financial Group several months ago and have been nothing but satisfied in the service I have received. My financial planner Drew understood my goals and has invested my money accordingly. I feel extremely comfortable having my financial future in his hands.
I'm a new client and started working with Michael. I'm not quite at retirement age but getting to that point where I need to really start planning for the future. I feel a lot of trust in Michael and that he will take good care of my assets. This was the help that I definitely needed so I could focus more on living my best life.
Very dissatisfied !! I received an invitation for an 'Exclusive Complimentary Dinner' at Bourbon and Bones. I called the 800 number to register, and was told be the agent; 'You're In' for Wednesday, October 22 at 6:15PM. My wife and I arrived at 6PM. I gave the host my name and She said she couldn't find us on the list. My wife spelled out our last name, and she said 'Are you Jill' ?? My wife said yes. My wife said 'If we're not on the list, how did you know my name' ?? She said thet there was a mistake and someone would be contacting us tomorrow to rectify the situation. Needless to say, nobody has contacted us. I was livid. Driving 40 minutes each way was a complete waste of time. BEWARE OF STRATEGY FINANCIAL GROUP !!
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