Our Services
Strategic Financial Group provides investment and insurance services, including money market funds, annuities, bonds, mutual funds; plus business, health, and life insurance services. Click here to view all services offered.
Read More
About Our Firm
Strategic Financial Group is a wealth management service provider directly affiliated with LPL Financial. Our team offers years of experience, so if you are looking to invest in stocks and bonds, make a large purchase, or are planning on buying life insurance, contact us.
Read More
Financial Calculators
Need technical help with planning for your future? If so, check out our comprehensive collection of financial calculators helpful for computing savings, insurance, and business related information.
Read More"Welcome to Strategic Financial Group, your source of investment and insurance advice provided by experienced & knowledgeable professionals in Gilbert, AZ."
INVESTMENTS: Retirement Accounts, Money Market Funds, Certificates of Deposit, Bonds, Stocks & Annuities INSURANCE: Business, Homeowners, Automotive, Life, Health, Liability, Disability, Long-Term Care & Renters
LPL Registered Investment Advisor Representative
633 East Ray Road, Suite 130 Gilbert, AZ 85296 [Map] | Phone: 1-480-718-5603 | Fax: 1-480-718-5597 | Email
Experience:
11 years in the insurance industry | 10 years as a financial advisor | Managed multiple branches for banks | Managed over 40 million in assets
2 years experience with Edward Jones Investments | 4 years experience with liberty Investment services
2 years experience with National City Investments | 1 year experience with Credit Union Financial Network
Education:
Series 7 (General Securities Representative) | Series 63 (Uniform Securities Agent State Law) | Series 65 (Uniform Investment Adviser)
Arizona Life and Health Insurance Licensed | Arizona Property and Casualty Licensed
Contact | About Us | Calculators | Privacy Policy | Resources | Sitemap