Schulz Financial Group

Schulz Financial Group

Categories

Wealth Management / Financial Planning FinancialFinancial / Investment / Strategic Planning / Estate Planning / Retirement PlanningInvestment AdvisorInvestmentsWealth Management

About Us

We like to build strong relationships with our clients because we're here to support them and their families.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. At Schulz Financial Group, we are confident that with our understanding of personal finance, coupled with our experience as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our team is committed to supporting our local community.

Advisory services are offered through Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group, an SEC Investment Advisor. Insurance products and services are offered through Milestones Insurance, an affiliated company.

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.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

Rep/Contact Info

Laurel Campbell
Executive Assistant
Shane Reed
Senior Operations Manager
Card image cap
View Personal Bio
Mary Schulz
Owner
Jane Smith
Client Relationship Manager
Card image cap
Nicholas Trujillo
Financial Advisor