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Strategy Financial Group
7010 East Chauncey Lane, Phoenix, AZ 85054
Location & Phone number
7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, United States
About the Business
Strategy Financial Group is a leading finance and insurance agency located at 7010 East Chauncey Lane in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and see how Strategy Financial Group can assist you in securing your financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Calvin with Strategy Financial Group has changed my LIFE! When I first met with him, we went over my complete financial situation. He assessed areas where I could improve and helped me set up a budget and a plan for my future! I recommend Calvin to all of my friends and family! Book an appointment today and you won’t be disappointed!"
"My experience with Calvin Goetz and his team at Strategy Financial Group for my financial planning has been excellent. Calvin is truly an expert in the field and offers practical, helpful advice. Calvin keeps me apprised of financial market conditions and helps me make informed decisions regarding my retirement planning. I highly recommend Calvin and his team for financial planning services."
"I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want. I was worried about how to invest my money, and about how much income I would be able to generate. I was referred to Calvin Goetz at Strategy Financial Group, and have been so happy with my experience working with Calvin and his team. When I first met with Calvin, he took the time to get to know me and my goals for retirement. I felt like he really listened and took into account my personal well being when he made his recommendations. With the help of Calvin, I am now much more confident in my finances and income during retirement. It's a huge lift off of my shoulders and I'm looking forward to retiring in a few short years! Thank you Calvin and the entire team at Strategy Financial Group!"
"We started our journey with Calvin about 6 years ago, creating a trust. When it was time to start our retirement and annuity planning, the choice was easy. Thanks to Calvin's knowledge and expertise, we are confident in our decision and couldn't ask for a better financial planner. His recommendations are spot-on and well informed; we never feel pressured to make a hasty commitment. Strategy's staff is always warm and friendly. They make you feel welcome and a part of family."
"I have worked with Calvin and his team for several years. They are very knowledgeable and professional. Calvin took the time to learn what my financial concerns and expectations were and has built a retirement plan for me that exceeded my expectations. I have referred friends to this team and will continue to do so."
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