PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219
Sean Nicol is a financial adviser for Strategy Financial Group, and is passionate about helping clients live their retirement with confidence. Sean works closely with clients to gain an understanding of their financial and retirement objectives, and creates customized plans to help clients achieve their goals.
Sean joined Strategy Financial Group to be able to provide a broader range of services and more comprehensive financial strategies. As the firm is a Registered Investment Adviser operating under the fiduciary standard, Sean and all of our advisers are required to act in the best interest of our clients. He holds Series 7 and Series 66 licenses, and is a licensed insurance agent.
Born and raised in Phoenix, AZ, Sean is a Brophy College Preparatory alum who was granted a baseball scholarship to the University of San Diego, where he earned a Bachelor’s in Business Finance. He was drafted by the Washington Nationals and played six seasons before joining the financial sector. He and his wife are now back in Arizona raising their daughter and enjoying hiking, camping, and watching movies.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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