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Strategy Financial Group

EST. AUM
$366,734,230

CONTACTS
6

CLIENT ACCOUNTS
3,820

Firm Details

Metro area Phoenix
CRD Number 164531
Website strategyfinancialgroup.com
Client types

Overview

Strategy Financial Group is a financial advisory firm based in Phoenix, Arizona, dedicated to assisting clients in developing customized financial plans aimed at achieving their retirement goals. The firm emphasizes conservative wealth management and offers personalized investment strategies designed to help pre-retirees and retirees grow their wealth while minimizing risk. Their services include retirement income strategies, long-term care planning, annuities, and life insurance. The team at Strategy Financial Group leverages their experience to provide clients with the necessary tools and knowledge for informed financial decision-making. They also offer resources such as a retirement toolkit and complimentary consultations to support clients in their financial planning journey.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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