Strategy Financial Group Employee Directory

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.

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Strategy Financial Group Global Highlights

North America
34

United States Of America
34

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Strategy Financial Group's Leadership

C. G.
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
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C. P.
President Manager Chief Compliance Officer
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S. B.
Owner
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E. M.
Director Of Marketing
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K. M.
Controller
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A. D.
Relationship Manager
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B. D.
Relationship Manager
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D. J. O.
Relationship Manager
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Strategy Financial Group Employee Metrics

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2024

2023

Finance
Marketing
Administrative
Customer Success
Operations
Other

Contact profiles from Strategy Financial Group

Name

Title

Contact Info

Location

Last Update

C. G.
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
✕
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Mobile Phone
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Email
United StatesArizona
Oct 22, 2024
C. P.
President Manager Chief Compliance Officer
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Email
Jul 09, 2024
S. B.
Owner
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Email
United StatesNew Mexico
Oct 16, 2024
E. M.
Director Of Marketing
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Email
United StatesArizona
Oct 24, 2024
K. M.
Controller
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Email
Oct 18, 2024
A. D.
Relationship Manager
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Email
United StatesArizona
Oct 17, 2024
B. D.
Relationship Manager
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Email
United StatesArizona
Oct 21, 2024
D. J. O.
Relationship Manager
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Email
United StatesArizona
Sep 13, 2024
J. J.
Operations Manager
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Email
United StatesArizona
Jul 07, 2024
K. G.
Relationship Manager
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Email
United StatesWisconsin
Oct 22, 2024

Frequently Asked Questions

What is Strategy Financial Group known for?

Strategy Financial Group was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 7010 E Chauncey Ln Suite 130 Phoenix, Arizona 85054 US; you can contact the main corporate office by phone at

+1-866-777-****

. Explore Strategy Financial Group's company overview page for more information.

What is Strategy Financial Group's most common email format?

Strategy Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategy Financial Group email formats with LeadIQ.

How many employees does Strategy Financial Group have currently?

Strategy Financial Group has approximately 22 employees as of February 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Strategy Financial Group's key employees and leadership?

As of February 2024, Strategy Financial Group's key employees include:

Retirement Wealth Strategist & Investment Advisor Representative | Founder & President: C. G.
President Manager Chief Compliance Officer: C. P.
Owner: S. B.
Director Of Marketing: E. M.
Controller: K. M.

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