Schulz Financial Group
Finance · Arizona, United States · 1-10 Employees
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Overview
Headquarters
6849 N Oracle Rd Ste 175, Tucson, Arizon...Phone Number
(520) 495-2800Website
www.schulzfinancialgroup.comRevenue
<$5 MillionIndustry
About Schulz Financial Group
Schulz Financial Group is a financial planning firm based in Tucson, AZ, dedicated to helping individuals and families achieve their financial goals through services such as retirement planning, estate planning, wealth management, insurance planning, and investment services. They are part of the Dave Ramsey SmartVestor program and emphasize a fiduciary standard of care in managing clients' assets. The firm focuses on building personalized strategies that align with clients' values and objectives, ensuring they are intentional with their investments. Their target clients include individuals and families seeking comprehensive financial guidance and support in navigating their financial futures.Explore more
Schulz Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Schulz Financial Group Tech Stack
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Frequently Asked Questions Regarding Schulz Financial Group
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Schulz Financial Group is a financial planning firm based in Tucson, AZ, dedicated to helping individuals and families achieve their financial goals through services such as retirement planning, estate planning, wealth management, insurance planning, and investment services. They are part of the Dave Ramsey SmartVestor program and emphasize a fiduc... Read More
