Strategy Financial Group

Name: Strategy Financial Group
Address: 7010 East Chauncey Lane, Phoenix, AZ, 85054, US
Telephone: (602) 343-9301
Price range: $$$
Rating: 4.2

Your trusted partner for retirement planning and financial security in Phoenix.

4.2(5 reviews)

$$$

insurance

financial-advising

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Services Offered

Retirement Planning

Personalized strategies to help you prepare for a secure and comfortable retirement, including fund rebalancing and goal setting.

Investment Management

Expert guidance on investing your assets to align with your financial objectives and risk tolerance.

Insurance Services

Comprehensive insurance solutions to protect your financial future and provide peace of mind.

Legal Document Preparation

Assistance with essential legal documents such as trusts and wills to ensure your affairs are in order.

Financial Consultations

One-on-one meetings to discuss your financial concerns and develop customized action plans.

Reviews

4.2(5 reviews)

Rating Distribution

Karen Apple

via Google

about 1 month ago

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!!

Gloria Gutierrez

via Google

about 1 month ago

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.

Irene O'Hare

via Google

about 1 month ago

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.

Mayling Chung

via Google

about 2 months ago

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.

henry wesseler

via Google

3 months ago

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 !!