​ABOUT THE RUGGIERI FINANCIAL GROUP

The Ruggieri Financial Group is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. 

We have the experience, knowledge and dedication to help navigate the ever changing economic landscape.  We help families plan their financial future.

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At the Ruggieri Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.

We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Ruggieri Financial Group is unique in the financial world because we truly are a "one stop shop", offering our clients financial advice, legal and estate planning, tax planning and comprehensive tax advice, as well as very specialized financial and legal planning in the areas of long-term care and veterans benefits.

Interested in GUARANTEED 7% income growth? Give us a call at (623) 738-3756 and we will help you secure your financial future.

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OUR TEAM

Tony Ruggieri

President

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​Tony Ruggieri has been in the financial services profession for more than 10 years.  Mr. Ruggieri's practice is devoted to empowering his clients and addressing the financial challenges that retirees and those planning to retire are facing today. 

Obtaining his degree in 1990 from San Diego State University in San Diego, CA, he immediately entered the world of teaching where he spent most of his time teaching math and science and coaching High School Football and Baseball.  It is through teaching that Mr. Ruggieri developed the belief and passion that when one can empower a person, real growth and real results take shape.  It is though his passion for teaching and helping individuals develop real and tangible goals for themselves, their financial lives and their future that Mr. Ruggieri focuses his time and efforts.  Education is the key in a person’s success.  Being an educator and applying sound fundamental techniques to planning and goal setting is what empowers clients and enables success.

Tony feels strongly that every individual deserves to have equal access to the best companies and products available, and that belief led him to establish his own independent investment advisory firm, the Ruggieri Financial Group.

Tony, along with his wife Inma, live in the Phoenix/Scottsdale area of Arizona and they have two teenage daughters, three dogs and love spending time with them all.

Tony strongly believes in pre-planning and reviewing “your life plan” since things change in life and we should always be prepared!

Inma Ruggieri

Director of Marketing

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​Inma Ruggieri has been instrumental in founding The Ruggieri Financial Group. Prior to entering the financial services industry Inma was a professional photographer. Inma has always enjoyed working closely with clients but wanted to be in a profession where she can get to know the people she works with over the long term.  She is the first face and voice to greet the Ruggieri Financial Group clients and prospects when they either visit our office in-person or call on the telephone. Inma also assists clients with servicing their contracts, such as preparing the necessary paperwork for taking withdrawals, making changes in beneficiaries, making changes of address, and numerous other critical duties. On a personal note, Inma is married to Tony and together they have 2 teenage daughters and loves spending time with family friends.