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The merger is complete 

The merger between Sterling Financial Services in Sedona and CFR Capital Group is now complete!

We are now officially CFR Capital Group, in association with, H&R Block!

Now offering face to face meetings with CPAs, Financial Advisors, and Enrolled Agents.

Services include:

- Bookkeeping
- Accounting
- Tax preparation
- IRS negotiations
- Tax planning strategies
- Financial planning
- Retirement planning
- Profit and loss review
- Business expense analysis
- Life and LTC insurance

Who's looking out for you?

What a good feeling, to know you have a team of professionals on your side.  Through every stage and for the long term.  As your needs change, so will your financial strategy, and we will be there to help see you through. 

Contact CFR Capital Group today for more information.  Find out how to put our team to work for you. 

Let's start building your dreams -- together.

Contact Us


Attention Small Business Owners

Let us take away the hassle and stress of bookkeeping and quarterly reporting.

We now offer special package deals, please call one of our locations for more details.

(480) 621-5851 Kierland

(480) 778-1950 Shea

(928) 282-3684 Sedona

Tax Cuts and Jobs Act of 2017

Check out this article to learn more about what the new tax bill means for you.

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Our People

Benefit from the experience of our team of professionals in investing, insurance and tax preparation.

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Our Process

We take the time to get to know you.  We listen to your specific needs and concerns and design a financial blueprint tailored to your life. 

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Our Promise

Financial planning is for life.  We follow up and follow through. We are here for you whenever you need us. 

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Our Portal

Our Client Portal allows you to organize and track all of your financial data in one place.

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Congratulations! Our very own, Frank Calise, was featured in Voyage Phoenix magazine.

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Click here for the 2018 Tax Chart

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