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VerifiedFinancial Services· Founded 2017

Schulz Financial Group

Our team of dedicated financial professionals truly enjoys partnering with clients to navigate all aspects of their financial lives. We begin by listening— learning about your goals, aspirations, and the challenges that may keep you up at night. We believe meaningful financial planning starts with understanding each client’s unique story. Working together, our team develops thoughtful strategies designed to support your financial situation while always keeping your best interests at heart. Whether you’re growing your wealth, preparing for retirement, or planning for future generations, we approach each stage with patience and care. Financial plans evolve as life changes, and our team is here to guide you every step of the way with clarity, collaboration, and a holistic perspective. Securities and advisory services offered through Commonwealth Financial Network®, Member 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. 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. Review our Terms of Use:

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HeadquartersTucson, United StatesEmployees6(1 to 10)Annual revenue$1M to <$10MFounded year2017Websiteschulzfinancialgroup.comLinkedIn profileLinkedIn

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6

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6

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5

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Top roles at Schulz Financial Group

5 distinct titles indexed · top 5 shown.

  • 2financial advisor
  • 1client relationship manager
  • 1executive assistant
  • 1insurance agent
  • 1wealth management summer analyst

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