SG Wealth Managers | Scottsdale, AZ

  • Service Area: Scottsdale, AZ
  • Team Size: 13 employees
  • Business Duration: 5 years
SG Wealth Managers

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Apple Pay
  • Check

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Tax planning
  • College planning
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Straight Talk, No Hidden Agendas: In a world of sales-driven advice, SG stands apart. Our advisors work on salary, not commission – ensuring your interests always come first.

What sets us apart?

Math-driven insights, not sales pitches

Tailored strategies for your specific situation

Answers to the questions keeping you up at night

We'll tackle the tough questions head-on:

✓ What's your sustainable retirement spending rate?

✓ How can you outsmart inflation?

✓ Is paying off your mortgage the right move?

✓ What's your optimal risk tolerance?

✓ When should you claim Social Security?

✓ How can you minimize taxes in retirement?

✓ Is your estate plan truly efficient?

With 10+ years in the industry, we've seen it all. Let us take the financial planning load off your shoulders, so you can focus on what truly matters in life.

Choose SG for clarity, honesty, and a partner who puts your interests first.

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License

    • License Holder: Eric Gomez
    • License Type: Investment Adviser Firm (AZ)
    • License number: #310597
    • License verified on 7/6/2024
    • Valid through 7/6/2026

Verification

  • Background Check
    • Eric Gomez
    • Completed on 7/5/2024

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