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Financial Advisor in Gilbert, AZ

Strategic Financial Group is an investment advisory firm in Gilbert, Arizona offering financial services in regards to investing money and buying insurance services. Below is a complete list of financial services I provide.

Investment Services

Money Market Funds
Money Market Funds
Certificate of Deposit
Certificate of Deposit
Mutual Funds
Mutual Funds
Managed Accounts
Managed Accounts
Retirement Accounts
Retirement Accounts

Insurance Services

Homeowners Insurance
Automotive Insurance
Life Insurance
Disability Insurance
Disability Income
Liability Insurance
Liability Protection
Long-term Care Insurance
Long-Term Care
Health Insurance
Renters Insurance
Business Insurance

Accounting Services

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    In the Insurance Industry Since 2001
    Financial Advisor Since 2002
    Managed Over $40 Million in Assets
    Worked with:

    • Strategic Financial Group
    • Charles Schwab
    • Edward Jones
    • Liberty Investment Services
    • National City Investments
    • Credit Union Financial Network
    • LPL Financial
    • Securities America

    Why Choose

    Strategic Financial Group


    Clients don’t have to ask the “what if” questions? I constantly do that for you. Strategic Financial Group pulls all the financial pieces together so you don’t have to!

    Strategic Financial Group was formed to provide clients with a full-service wealth management experience. I’m able to help clients reach their goals thanks to years of experience in both the insurance and financial industries.

    Financial Advisory

    Strategic Financial Group is an independent financial firm with years of experience in providing guidance when it comes to investing in money market funds, certificated of deposit, bonds, annuities, mutual funds, stocks, retirement, and education accounts. I’m ready of financial advisors are ready to help you secure your future.

    Whether you’re buying or selling a home, saving for retirement, checking your insurance cost or coverage, creating a will or trust, have questions about taxes, or just making sure you get the best rate and terms on your next loan, you can rely on Strategic Financial Group.

    Retirement Planning

    Strategic Financial Group offers clients retirement income planning strategies and advice, including presenting options for investing in retirement funds, such as IRAs, 401ks, and annuities. Plus I advise clients on Social Security, estate planning, and general saving practices. To discuss tomorrow’s future, reach out today!

    Insurance Agent

    Strategic Financial Group offers insurance to cover homeowners, renters, business, health, liability protection, life, automotive, and long-term care. I possess the tools and know-how to ensure you get the best rates without sacrificing your coverage protection. To receive a free insurance quote, please click here to contact me.

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