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Strategy Financial Group Employee Directory

Financial ServicesArizona, United States11-50 Employees

Strategy Financial Group offers retirement and financial planning services, building customized plans intended to ensure clients' assets support their desired lifestyle and family needs. The firm focuses on translating complex products into clear, understandable guidance to help clients make informed decisions. With more than a decade of practice, the partners have guided hundreds of clients through a comprehensive approach to retirement and financial planning.

It serves individuals seeking retirement income and wealth management, and it also provides on-site educational workshops through its Financial Wellness Program for employers. All Partners hold Series 65 securities licenses and are licensed for life and health insurance, enabling advisory services in retirement planning and portfolio management. Headquartered in Phoenix, Arizona, with additional offices in Chandler, Peoria, Tucson, and Oro Valley, Strategy Financial Group serves clients nationwide.

Find Strategy Financial Group employees' phone numbers or email addresses

Strategy Financial Group Global Highlights

Location
Employees

North America
50

Minus sign iconPlus sign icon
  • United States Of America
    50

Strategy Financial Group's Leadership

  • Stylized image of a person
    M. G.
    Vice President, Client Reporting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Office Administrator
    Phone icon
    Mobile Phone

Strategy Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Marketing
  • Administrative
  • Customer Success
  • Operations
  • Other
  • Accounting
  • Banking
  • Business
  • Business Development
  • Program & Project Management
  • Support

Contact profiles from Strategy Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Vice President, Client Reporting
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. M.
    Controller
    Phone icon
    Mobile Phone
    Jul 31, 2026
  • Stylized image of a person
    L. L.
    Relationship Manager
    Phone icon
    Mobile Phone
    Apr 24, 2026
  • Stylized image of a person
    A. C.
    Accountant
    Phone icon
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    A. H.
    Office Administrator
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Strategy Financial Group known for?

Minus sign iconPlus sign iconStrategy Financial Group was founded in 2010 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconStrategy 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?

Minus sign iconPlus sign iconStrategy Financial Group has approximately 35 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, Strategy Financial Group's key employees include:

  • Vice President, Client Reporting: M. G.
  • Controller: K. M.
  • Relationship Manager: L. L.
  • Accountant: A. C.
  • Office Administrator: A. H.

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