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Strategy Financial Group
Donnez à votre avenir financier les moyens grâce à des stratégies personnalisées de retraite et d'investissement.
4.2(5 avis)
Insurance
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Donnez à votre avenir financier les moyens grâce à des stratégies personnalisées de retraite et d'investissement.
Strategy Financial Group est une agence d'assurance et un cabinet de conseil financier de confiance à Phoenix, en Arizona, spécialisé dans la planification de la retraite, les conseils en matière d'investissement et la préparation de documents juridiques. L'équipe, comprenant des conseillers tels que Jeremy, Drew et Michael, propose des services transparents axés sur le client pour aider les particuliers et les couples à atteindre la sécurité financière. Avec un engagement envers l'éducation par le biais de séminaires et de consultations personnalisées, ils bâtissent des relations à long terme fondées sur la confiance et l'expertise.
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Des stratégies personnalisées pour vous aider à préparer une retraite sûre et confortable, y compris le rééquilibrage de portefeuille et la fixation d'objectifs.
Des conseils d'experts pour investir vos actifs afin de les aligner sur vos objectifs financiers et votre tolérance au risque.
Des solutions d'assurance complètes pour protéger votre avenir financier et vous offrir une tranquillité d'esprit.
Assistance pour la rédaction de documents juridiques essentiels tels que des fiducies et des testaments afin de veiller à ce que vos affaires soient en ordre.
Entretiens individuels pour discuter de vos préoccupations financières et élaborer des plans d'action personnalisés.
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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