CSI Financial Group

Lofy Group Wealth Management, Inc. is a premier financial advisory firm based in Phoenix, Arizona. Specializing in comprehensive personal financial planning and investment management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. We offer a wide range of services tailored to meet individual needs, including retirement planning, estate planning, education planning, and legacy planning. Our expertise extends to asset management, risk management, insurance solutions, annuities, and group benefits. As trusted financial planners, we provide personalized investment services designed to maximize wealth and secure financial futures.

Lofy Law, PC is a trusted financial advisor and consultant in Phoenix, AZ, specializing in comprehensive financial planning and tax services. Our expert team offers tax planning, retirement planning, estate and gift tax strategies, and tax return preparation. We provide investment services, trust strategies, business tax solutions, bookkeeping, and corporate law expertise. Whether you need financial advising or specialty tax solutions, we deliver personalized strategies to help you achieve your financial goals.

Eaton-Cambridge Inc. is a trusted financial advising firm serving Phoenix, AZ, dedicated to helping individuals and families achieve their financial goals through comprehensive wealth management solutions. As experienced financial planners, we specialize in creating customized tax and wealth management strategies designed to build a secure and confident future for our clients. Our extensive range of investment services includes bonds, common stock, treasury bills, government securities, and treasury notes, along with various retirement account options such as Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA. We also offer brokerage accounts and variable annuities to diversify your investment portfolio.