SF
Strategy Financial Group
Potenciando tu futuro financiero con estrategias personalizadas de jubilación e inversión.
4.2(5 reseñas)
Insurance
$$$
Potenciando tu futuro financiero con estrategias personalizadas de jubilación e inversión.
Strategy Financial Group es una agencia de seguros y consultoría financiera de confianza en Phoenix, Arizona, que se especializa en la planificación de la jubilación, la orientación de inversiones y la elaboración de documentos legales. El equipo, que incluye asesores como Jeremy, Drew y Michael, ofrece servicios transparentes y centrados en el cliente para ayudar a personas y parejas a lograr la seguridad financiera. Con un compromiso con la educación a través de seminarios y consultas personalizadas, construyen relaciones a largo plazo basadas en la confianza y la experiencia.
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Estrategias personalizadas para ayudarte a prepararte para una jubilación segura y cómoda, incluyendo el rebalanceo de fondos y el establecimiento de metas.
Asesoramiento experto para invertir sus activos para alinearlos con sus objetivos financieros y su tolerancia al riesgo.
Soluciones de seguros integrales para proteger su futuro financiero y brindarle tranquilidad.
Asistencia con documentos legales esenciales como fideicomisos y testamentos para garantizar que sus asuntos estén en orden.
Reuniones individuales para discutir sus inquietudes financieras y desarrollar planes de acción personalizados.
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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