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Strategic Financial Group, PLC

Headquartered in GILBERT, AZ

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Firm Information

Strategic Financial Group, PLC is a registered investment advisor based in Arizona. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $17.2 million in regulatory assets under management.

Strategic Financial Group, PLC

$17.22M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STRATEGIC FINANCIAL GROUP, PLC has a total of 1 branch locations across the country.
location

MESA, AZ

Advisors at Strategic Financial Group, PLC

View All 1 Advisors
Unclaimed
James A. Rosebrough

RA

GILBERT, AZ

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Disclosures

There are no public disclosures for Strategic Financial Group, PLC.

Frequently Asked Questions (6)

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