Strategy Financial Group Email Formats
Financial Services • 
Phoenix, Arizona, United States • 21-50 Employees
Strategy Financial Group Email Formats
Strategy Financial Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@strategyfinancialgroup.com), used 56.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@strategyfinancialgroup.com | 56.5% |
{first name}{last name} | johndoe@strategyfinancialgroup.com | 30.4% |
{last name}{last name} | doedoe@strategyfinancialgroup.com | 8.7% |
{last name} | doe@strategyfinancialgroup.com | 4.3% |
Key Contacts at Strategy Financial Group
Calvin Goetz
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
Elizabeth Mortensen-Olic
Chief Marketing Officer
Company overview
| Headquarters | 7010 E Chauncey Ln, Suite 130, Phoenix, Arizona 85054, US |
| Phone number | +18667779219 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Solutions, Wealth Management, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Fixed Annuities, 401(K) Rollovers, Medicare Supplemental Insurance, Fixed Indexed Annuities, Inherited Iras, Roth Ira Conversion |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
About Strategy Financial Group
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals. Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. Each Partner of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed. Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Peoria, Tucson and Oro Valley. Contact Strategy Financial Group today at 1.866.777.9219 to schedule a complimentary consultation to discuss your Retirement Income and Financial Planning needs.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Strategy Financial Group has 20 employees across 7 departments.
Departments
Number of employees
Funding Data
Strategy Financial Group has never raised funding before.
Strategy Financial Group Tech Stack
Discover the technologies and tools that power Strategy Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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