Reviews of Strategy Financial Group (Financial Consultant)

mira olic

I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want. I was worried about how to invest my money, and about how much income I would be able to generate. I was referred to Calvin Goetz at Strategy Financial Group, and have been so happy with my experience working with Calvin and his team. When I first met with Calvin, he took the time to get to know me and my goals for retirement. I felt like he really listened and took into account my personal well being when he made his recommendations. With the help of Calvin, I am now much more confident in my finances and income during retirement. It's a huge lift off of my shoulders and I'm looking forward to retiring in a few short years! Thank you Calvin and the entire team at Strategy Financial Group!

Jerri

I have worked with Calvin and his team for several years. They are very knowledgeable and professional. Calvin took the time to learn what my financial concerns and expectations were and has built a retirement plan for me that exceeded my expectations. I have referred friends to this team and will continue to do so.

Wendy Campbell

We started our journey with Calvin about 6 years ago, creating a trust. When it was time to start our retirement and annuity planning, the choice was easy. Thanks to Calvin's knowledge and expertise, we are confident in our decision and couldn't ask for a better financial planner. His recommendations are spot-on and well informed; we never feel pressured to make a hasty commitment. Strategy's staff is always warm and friendly. They make you feel welcome and a part of family.

Karen Oliver

Andrew and his team have been instrumental in preparing my husband and I for a financially secure retirement. Andrew is thorough, knowledgeable and proactive in his recommendations. He has set up our family trust, wills and managed our investments with full understanding of our needs. I would highly recommend Andrew and his team of professionals.

Jeff Brodin

My experience with Calvin Goetz and his team at Strategy Financial Group for my financial planning has been excellent. Calvin is truly an expert in the field and offers practical, helpful advice. Calvin keeps me apprised of financial market conditions and helps me make informed decisions regarding my retirement planning. I highly recommend Calvin and his team for financial planning services.

Anthony Conyers

Calvin is the rare financial advisor who takes the time to understand your needs and risk tolerances. He's not captive (meaning he can create solutions from a variety of companies) and is able to build a custom plan for each client. He is an RIA and thus adheres to the fiduciary standard. He educates his clients and walks through each legal document in detail. He's transparent about every step of the process, and we trust him. We were very careful about selecting the financial advisor we began working with, and he's exceeded our expectations. He has taken the time to get to know me and our family and we're very happy we chose to work him a few years ago. We would highly recommend sitting down with him--I guarantee you that at the very least you will learn something new about wealth management or retirement planning. He's the real deal.

Sasha Weller

We had a very bad experience here. We were sold insurance products that we didnt need. By the time we fully understood the impacts it was to late to back out. We trusted them, we shouldnt have.