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SG Financial | Fiduciary Retirement & Financial Planning
SG Financial: Planificación de jubilación fiduciaria con orientación centrada en el cliente.
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Insurance
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SG Financial: Planificación de jubilación fiduciaria con orientación centrada en el cliente.
SG Financial | Fiduciary Retirement & Financial Planning en Henderson, Nevada ofrece planificación de jubilación y finanzas centradas en el cliente. Las reseñas elogian su enfoque fiduciario, que prioriza el bienestar financiero de los clientes por encima de las comisiones. El equipo, que incluye a Scott Groskreutz y Nick, ofrece una orientación amable y experta, enfatizando una planificación real de la jubilación, no solo análisis de carteras, y proporciona respuestas adaptadas a las necesidades individuales.
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Análisis personalizado de portafolio de jubilación y estrategias centradas en su seguridad financiera a largo plazo y en sus necesidades de ingresos.
Asesoría experta y servicios de transferencia de anualidades para optimizar rendimientos y aumentar las fuentes de ingresos de la jubilación.
Sesiones individuales para entender sus objetivos y prioridades, y brindar soluciones integrales de planificación financiera.
Productos de seguros a medida y estrategias para proteger sus activos y apoyar la planificación de la jubilación y la planificación patrimonial.
Gestión holística de inversiones y activos para hacer crecer y preservar la riqueza para las generaciones futuras.
Calificación general
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.
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