Schultz Financial Group Inc.

Schultz Financial Group Inc.

Financial Services 5190 Neil Rd 10 employees
Employees
10
Contacts
1
Emails
1

Schultz Financial Group Inc. Overview

Headquarters
5190 Neil Rd
Phone Number
Available in AeroLeads
Website
sfginc.com
Industry
Financial Services
Employees
10
Founded
1982
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Schultz Financial Group Inc.

We are fee-only wealth managers who are passionate about helping Business Professionals achieve their personal and financial goals through our Four Capitals approach to wealth management. As a fiduciary, we are committed to our clients and doing what is in their best interest. Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Our goal is to create a deeper, more meaningful client-advisor relationship that truly enables you to lead a more fulfilled life. Learn more: https://sfginc.com/our-approach/ Our clients come to us for wealth management, but we seek to build long-term relationships built on trust. Get to know each SFG team member: https://sfginc.com/our-team/ For more information about our fee-only wealth management services and how our Four Capitals approach can help you lead a more fulfilled life, please contact us at (775) 850-5620 or info@sfginc.com.

Schultz Financial Group Inc. Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Schultz Financial Group Inc. Org Chart

Sample employees and titles
Name Title Contact
Alyssa Dalbey (Yocom), Cfp®, Cpwa® I Help Clients Achieve Their Personal and Financial Goals Through Objective, Fee-only Wealth Management.
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Brian Schultz, Cfp®, Clu®, Chfc® Founder of Schultz Financial Group - Providing Clarity for an Intentional Future - Committed to Trust, Service, Faith, Family and Excellence
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Russ Schultz Chief Executive Officer and Chief Investment Officer at Schultz Financial Group Inc.
Email
Clarissa Alesevich Experienced Financial Services Professional
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Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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