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About Schulz Financial Group
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.
About Schulz Financial Group
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 ...
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(3) Reviews for this company
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5 Stars
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Bryan Krohl
Mary has been my financial advisor and trusted wealth manager since my retirement in November 2018. Mary and her team are knowledgeable, professional and exhibit a genuine interest in me, my goals and financial future. Forever grateful. Highly recommend.
H
Honor Christensen
Mary at Shulz Financial has been our planner for quite a few years now and we love her! She is very friendly, personable, and committed to provide the services that will suit your goals. She and her team are very willing to take the time to walk you through your options, give realistic expectations, and are very transparent about what/how they are investing your money to best work for you.
J
Jamie Angeley
We interviewed 4 financial groups before making our decision. Mary and her team blew the others out of the water with their knowledge, definition of understanding the process and how they process your finances. We have been so pleased and happy with the placement of our funds. Highly recommend moving your money here like we did! It’s now making momentum.
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
J
Jamie Angeley
We interviewed 4 financial groups before making our decision. Mary and her team blew the others out of the water with their knowledge, definition of understanding the process and how they process your finances. We have been so pleased and happy with the placement of our funds. Highly recommend moving your money here like we did! It’s now making momentum.
H
Honor Christensen
Mary at Shulz Financial has been our planner for quite a few years now and we love her! She is very friendly, personable, and committed to provide the services that will suit your goals. She and her team are very willing to take the time to walk you through your options, give realistic expectations, and are very transparent about what/how they are investing your money to best work for you.
B
Bryan Krohl
Mary has been my financial advisor and trusted wealth manager since my retirement in November 2018. Mary and her team are knowledgeable, professional and exhibit a genuine interest in me, my goals and financial future. Forever grateful. Highly recommend.
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