Question 1

How do I schedule a consultation with Solutions First Financial Group?

Accepted Answer

Call or text (602) 753-4244, email info@solutionsfirstgroup.com, or use the contact form on this page. We'll confirm a time that works for an introductory call or in-person meeting at our Scottsdale office.

Question 2

Is the initial consultation at no cost?

Accepted Answer

Yes. Your first conversation with Joe Donti is at no cost. It's a no-pressure discovery meeting to understand your goals and see whether we're the right fit before any planning work begins.

Question 3

Where is your Scottsdale office located?

Accepted Answer

We're at 14614 N Kierland Blvd, Suite N330, Scottsdale, AZ 85254, in the Kierland Commons area, with free parking on site. Meetings are by appointment only, Monday through Thursday 9:00 AM to 5:00 PM and Friday 9:00 AM to 2:00 PM MST.

Question 4

Do you meet with clients virtually?

Accepted Answer

Yes. We meet by phone, Zoom, and other secure video platforms for clients in the states where we're licensed, or any time travel to Scottsdale isn't convenient.

Question 5

What should I bring to my first meeting?

Accepted Answer

It helps to have recent statements for retirement accounts, brokerage accounts, pensions, and Social Security, plus any current insurance policies and your most recent tax return. If you don't have everything handy, we can still start the conversation.

Question 6

What areas do you serve?

Accepted Answer

We work with families across the Valley — Scottsdale, Phoenix, Paradise Valley, Glendale, Peoria, Cave Creek, Carefree, Anthem, Chandler, Gilbert, Mesa, Tempe, Queen Creek, Fountain Hills, Surprise, Goodyear, Avondale, Buckeye, Sun City, and the greater Maricopa County area — plus clients in other states where we are licensed. Virtual meetings are available.

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