Strategy Financial Group

Finance · Arizona, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

7010 E Chauncey Ln Ste 130, Phoenix, Ari...

Phone Number

(602) 343-9301

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
2
2
2

About Strategy Financial Group

Phoenix Financial Services specializes in helping clients save, invest, and secure retirement income, enabling them to realize their ideal retirement. The firm offers customized financial plans with a focus on conservative wealth management and lower-risk investment strategies, aimed at pre-retirees and retirees. With a team of experienced advisors, they provide tools and knowledge for informed financial decision-making. Their services include retirement income strategies, long-term care, annuities, and life insurance.Explore more
Strategy Financial Group's Social MediaPopular SearchesStrategy Financial Group LLCStrategy Financial GroupStrategy Financial Services LLCStrategy Financial Group - LLCStragety Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Strategy Financial Group Org Chart

PhoneEmail
Elizabeth Mortensen, Chief Marketing Officer at Strategy Financial Group
United States flag for contact location.

Chief Marketing Officer

PhoneEmail
JS
United States flag for contact location.

Chief of Staff

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JK
United States flag for contact location.

Chief Growth Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Strategy Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Strategy Financial Group

Compare insights from companies similar to Strategy Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategy Financial Group

<$5M
11-50
Private
-
2010
Elizabeth Mortensen, Chief Marketing Officer at Strategy Financial Group
Elizabeth MortensenChief Marketing Officer
<$5M
11-50
Private
<$5M
2004
Jacob Tyner, President at Semmax Financial Group
Jacob TynerPresident
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
<$5M
2002
Richard LaFargue, President & Owner at LaFargue Financial Group
Richard LaFarguePresident & Owner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2013
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategy Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategy Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategy Financial Group.

Strategy Financial Group Tech Stack

A closer look at the technologies used by Strategy Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Strategy Financial Group

What is Strategy Financial Group's official website?
Strategy Financial Group's official website is www.strategyfinancialgroup.com
What is Strategy Financial Group's Revenue?
Strategy Financial Group's revenue is <$5 Million
What is Strategy Financial Group's SIC code?
Strategy Financial Group's SIC: 62,628
What is Strategy Financial Group's NAICS code?
Strategy Financial Group's NAICS: 52,523
How many employees does Strategy Financial Group have?
Strategy Financial Group has 11-50 employees
What industry does Strategy Financial Group belong to?
Strategy Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Strategy Financial Group competition?
Strategy Financial Group top competitors include: Charter Financial Group, Copper Canyon Wealth Management, Eischen Financial Group, LaFargue Financial Group
What technology does Strategy Financial Group use?
Some of the popular technologies that Strategy Financial Group uses are: Adobe Typekit, Google Font API, QuickBooks, Microsoft 365
How do I contact Strategy Financial Group?
Strategy Financial Group contact info: Phone number: (602) 343-9301 Website: www.strategyfinancialgroup.com
What does Strategy Financial Group do?

Phoenix Financial Services specializes in helping clients save, invest, and secure retirement income, enabling them to realize their ideal retirement. The firm offers customized financial plans with a focus on conservative wealth management and lower-risk investment strategies, aimed at pre-retirees and retirees. With a team of experienced advisors... , they provide tools and knowledge for informed financial decision-making. Their services include retirement income strategies, long-term care, annuities, and life insurance.Read More

What are Strategy Financial Group social media links?
Strategy Financial Group Linkedin page Strategy Financial Group Twitter page Strategy Financial Group Facebook page
Is Strategy Financial Group a public company?
Strategy Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Strategy Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.