As an experienced financial planner, principal advisor Mary Schulz truly enjoys walking her clients through all aspects of the financial plan. She talks about your goals and desires and what keeps you up at night. Mary genuinely cares about each individual and family she works with and understands each person's situation is unique to them. She thrives in finding strategies to your financial situation and strives to always act in your best interests.
She has patience and comprehends the complexities you face whether you are accumulating assets, creating a sound retirement income plan to last your lifetime and/or passing on a family legacy. Mary understands the plan is not finished in one day, it evolves with time and life's changes. She guides you through each phase with a holistic approach and a smile.
Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Schulz Financial Group, 6849 North Oracle Road Suite 175, Tucson, AZ 85704, (520) 495-2800.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Schulz Financial Group or Commonwealth Financial Network.
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Company Details
- Employees
- 6
- Founded
- -
- Address
- 6849 N Oracle Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- schulzfinancialgroup.com
- Keywords
- Financial Planning.
- HQ
- Tucson, Arizona
Schulz Financial Group Questions
Schulz Financial Group's website is schulzfinancialgroup.com
Schulz Financial Group's LinkedIn profile is https://www.linkedin.com/company/schulz-financial-group
Schulz Financial Group has
6 employees.
View email and phone details for 6
employees at Schulz Financial Group.
Schulz Financial Group's industry is
Financial Services
Schulz Financial Group's top competitors are
Fractalai,
Retireright Consulting Group,
Red Tail,
Peak,
Legacy Capital Wealth Partners,
Chicago Energy Conference,
Promazo,
Kimble Companies,
Commonwealth Financial Network,
Cedarwood Financial Partners.
Schulz Financial Group's categories are Financial Services
Schulz Financial Group's founding year is 2017
