BBB Accredited Business Profile

Financial Strategies, Inc.

Financial Strategies, Inc.

(480) 345-1616

Financial Strategies, Inc.

27 years in business
806 W. Palomino Drive
Chandler, AZ 85225-2627
Fax Numbers
  • (480) 786-4045
Additional Email Addresses
BBB File Opened: 12/31/2015
Business Started: 07/04/1990
Business Incorporated: 08/27/1993 in AZ
Type of Entity
Business Management
  • Mr. Michael D. Anderson, President/CEO
  • Ms. Sheri A. Anderson, Director
Business Category
  • Insurance Services Office
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Legal Document Help
  • Accounting
  • Financing Consultants
  • Real Estate

Products & Services
Fixed annuities., Professional Living Trust Portfolio Created by FSI., Professional Will Portfolio Created by FSI., Hard assets in gold, silver and real estate.
Service Area


Nationwide focusing on the state of Arizona.

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • Cash, check, credit card.
Refund & Exchange Policy: 
All fee services are guaranteed to the full satisfaction to the client.
BBB accredited business



This business provides financial strategy services and consulting. The focus is on professional IRS tax preparation, inherited IRA consulting, alternative hard asset investment consulting, retirement planning, fixed annuity and insurance sales and consulting and estate planning legal document preparation. Additionally, Mr. Anderson is a long term Realtor with Realty One Group/Tempe Office.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Financial Strategies, Inc.

Financial Strategies, Inc.


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