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Gathering insights about Strategy Financial Group

Similar companies to Strategy Financial Group

Strategy Financial Group Tech Stack

Strategy Financial Group uses 8 technology products and services including Google Ads Conversion Tracking, Google Analytics, jQuery CDN, and more. Explore Strategy Financial Group's tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • Google Analytics
    Analytics
  • jQuery CDN
    Content Delivery Network
  • MySQL
    Database
  • Typekit
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation

Media & News

Strategy Financial Group's Email Address Formats

Strategy Financial Group uses at least 1 format(s):
Strategy Financial Group Email FormatsExamplePercentage
FLast@strategyfinancialgroup.comJDoe@strategyfinancialgroup.com
48%
First_Last@strategyfinancialgroup.comJohn_Doe@strategyfinancialgroup.com
2%
FL@strategyfinancialgroup.comJD@strategyfinancialgroup.com
2%
FLast@strategyfinancialgroup.comJDoe@strategyfinancialgroup.com
48%

Frequently Asked Questions

Where is Strategy Financial Group's headquarters located?

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Strategy Financial Group's main headquarters is located at 7010 E Chauncey Ln Suite 130 Phoenix, Arizona 85054 US. The company has employees across 2 continents, including North AmericaEurope.

What is Strategy Financial Group's phone number?

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You can contact Strategy Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategy Financial Group's official website and social media links?

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Strategy Financial Group's official website is strategyfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Strategy Financial Group generate?

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As of February 2024, Strategy Financial Group's annual revenue reached $1.8M.

What is Strategy Financial Group's SIC code NAICS code?

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Strategy Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Strategy Financial Group have currently?

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As of February 2024, Strategy Financial Group has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Retirement Wealth Strategist & Investment Advisor Representative | Founder & President: C. G.President Manager Chief Compliance Officer: C. P.Owner: S. B.. Explore Strategy Financial Group's employee directory with LeadIQ.

What industry does Strategy Financial Group belong to?

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Strategy Financial Group operates in the Financial Services industry.

What technology does Strategy Financial Group use?

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Strategy Financial Group's tech stack includes Google Ads Conversion TrackingGoogle AnalyticsjQuery CDNMySQLTypekitFont AwesomejQuerySalesforce Marketing Cloud Account Engagement.

What is Strategy Financial Group's email format?

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Strategy Financial Group's email format typically follows the pattern of . Find more Strategy Financial Group email formats with LeadIQ.

When was Strategy Financial Group founded?

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Strategy Financial Group was founded in 2010.
Strategy Financial Group

Strategy Financial Group

Financial ServicesArizona, United States11-50 Employees

You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality.

We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions.

Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals.

Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. 

Each Partner of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed.

Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Peoria, Tucson and Oro Valley. Contact Strategy Financial Group today at 1.866.777.9219 to schedule a complimentary consultation to discuss your Retirement Income  and Financial Planning needs.

Section iconCompany Overview

Headquarters
7010 E Chauncey Ln Suite 130 Phoenix, Arizona 85054 US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Strategy Financial Group's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Strategy Financial Group's revenue is in the range of $10M

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