Strategic Financial AZ

Strategic Financial AZ is a Wealth Management firm in Sedona, AZ, located at 2710 W State Rte 89A suite d. The practice provides financial planning and advisory services to individuals, families, and business owners. Its offerings include retirement income planning, tax-efficient distribution strategies, risk management, investing, conservation, and wealth transfer strategies. The firm also provides guidance on annuities, explaining product designs and helping clients compare policies. It holds a rating of 5.00 based on customer reviews.

The team consists of CERTIFIED FINANCIAL PLANNER™ professionals who operate as an independent investment advisor with a fiduciary duty to clients. This obligation requires the firm to put client benefits first, provide full disclosure of material facts, and expose potential conflicts of interest. Services involve establishing goals, educating clients on options, and customizing plans that address spending, savings, taxes, and inflation. The firm creates written plans that adjust for unexpected expenditures and financial emergencies.

Colin Hughes, CFP®, is a Financial Advisor at the firm. A longtime resident of Flagstaff, he holds a Bachelor’s degree in Finance from Northern Arizona University. He is a Licensed Insurance Agent with a Series 65 license as an Investment Advisor Representative. Hughes began his career in 2008, previously serving as an Advisor and Portfolio Manager with over 50 million under management before focusing on financial planning.

The business maintains a 5.00 rating from its customers, reflecting positive feedback from those who have reviewed its services.

Strategic Financial AZ combines certified financial planning expertise with a fiduciary commitment to help Sedona residents secure their financial futures.

The business sits on W State Rte 89A, just steps from the Prescott-Flagstaff Highway. It is located about a half mile from Sedona Magistrate Court, Sedona City Hall, and the Sedona Police Department.

BizScoreAI gives the firm a Performance score of 92 out of 100, which measures website loading speed to keep visitors engaged and aid search engine ranking. The Discoverability score is 75 out of 100. The firm ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Sedona.