SG Insurance & Estate Services - Scottsdale, Arizona

Terri Nethercott

We have hired multiple financial advisors over the decades, and none of them have even come close to providing the level of customer service, communication, and individual attention that Eric Gomez and his team have. Eric is incredibly sharp and he diligently watches everything that is happening in the markets. He uses that information to make the best possible decisions as he advises us on our investments. He has taken the time to get to know us personally and make the best decisions for us based on our personal beliefs and risk tolerance. Every conversation that we have with him increases our confidence in his ability to preserve and grow our assets as we move towards retirement. We cannot recommend SG Insurance & Estate Services enough!

Carrie Carroll

Working with the professionals at SG has exceeded our expectations! My husband and I needed an estate and financial plan and SG walked us through the process. They worked hard at educating us each step of the way. We really appreciate the continued attentiveness and support. They are always there to answer any questions we may have. It has made us feel confident in our financial planning.

Dawna DeLong

I could not be more impressed with this management team. I originally contacted SG Insurance and Estate Services to learn more about how to set up a Living Trust. I attended one of their comprehensive seminars in February 2023 that provided detailed information on the components of a Trust, Power of Attorney, Living Will, Advance Directive, and much more. They offer several different package options to meet your individual needs. Many of the participants that attended the same seminar were commenting how dynamic and informative this meeting was. We all kept saying the same things to each other, " wow this feels right", " honest", " authentic" and " great price for so many benefits.

The very first encounter and every interaction that I have had with this team of professionals has been amazing. It is evident that they all work together to make sure each client receives stellar service and is kept informed about all options and interactions.

I was so impressed with this team that I also had them look at my retirement plan that they offered free of charge. I am over the moon happy that Eric was able to establish a much better plan that exceeded my expectations. New plan includes death and disability benefits and so many things that I didn't know to think about. As I plan for retirement in the next seven years I am now confident that my financial needs will be met and that my family will also be well taken care of when I am gone. And they were telling the truth that there was no fee for the financial planning!

A big shout out to Eric, Matt, Daniel, Michael, and Tiffany who all assisted me in one way or another in completing my families Living Trust and Financial Plan. I am so grateful to your team for the new found peace of mind that your services helped provide.
And also a big thank you to Will, Attorney at Law who answered all my questions and made the necessary revisions I requested not once but twice! I look forward to working with this team well into the future and will be recommending them to all my friends and colleagues.

Bruce Milem

My wife and I were disappointed in our current wealth manager group and started our interview and research journey to find another. We went to several of the well know large groups. We found the "personal wealth manager" was basically a data taker and relationship manager (aka buddy). Someone else within the organizations selected the funds we should be in and the relationship manager was there to sell the deal.

We were looking for someone who would take the time to understand our specific goals and devise a plan that fits us. We found that with SG Wealth. Not only is the plan specifically for us but they bring in tax and legal impacts as well. In my previous history, the wealth manager would say to talk to my tax person and visa versa so this was truly refreshing!

If in the market for a new wealth manager, I highly recommend SG Wealth. Unlike most of the other groups, they are not commissioned based but are salaried. They also helped us wrap our plan together with a trust, something we had put off too long.

Jacquelyn Hernandez

I originally signed up for a free lunch seminar about trusts to ensure the one I just executed was set-up and funded correctly. I chatted with someone after and they did not try to sell me their services but rather scheduled me a free consultation with Eric the following week. I have met with Eric a few times now over the last month both in person and virtually, as well as exchanged countless emails to help me with both my estate & retirement planning. Eric is very thorough and prompt with responses. All service with a smile and no fee so far. He provided guidance on my 401K, IRA, Pension, bank accounts, investments, life insurance, etc. Definitely would say he is a full service provider that I plan to work with and will refer all friends and family to for decades to come!

Jeff Chadwick

I have been with SG Wealth Managers for 2 years, and can happily say I no longer worry about my retirement portfolio and security in these challenging times. Eric and Matt have provided great guidance for all of my goals and needs. They always act in what is your best interest, not what is best for a brokerage firm or otherwise. As important, they are just good people you can trust. Highly recommend them !

Jeff Chadwick

Kristi Weiss

Eric Gomez helped me from step 1 all the way thru the process and explained everything so well. He researched and found the perfect account for me and my situation and within a year, I already made money and I will be set for life in the long term.
I highly recommend this company. They are honest, kind, trustworthy and want their clients to be happy.
They do the right thing. 5 stars!!!!!
I'm a very happy client! ?

Cecilia Rodriguez

My husband started working with Eric, while he was with another financial company, in 2018. My husband liked Eric's honesty and commitment to his clients. I started working with both Eric and Matt, in 2019. They explained to me, what the market was doing. Mind you, I wasn't as involved in stock market at the time. My husband took care of all of this, for us. Sadly, he passed away in 2022. Yes, I checked out other financial advisers, my banks, former financial advisors and others. The only thing that put me at ease. Was the fact that, my husband didn't lose any part of his original investment. I strongly believe if you give SG Insurance & Estate Services, an opportunity, you too will be happy with their services. I hope to use their services for my Medicare needs. When the time comes, too.