About Strategic Financial Group
Reviews for Strategic Financial Group
Write a reviewHours
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Strategic Financial Group is a dedicated firm that specializes in financial and insurance planning, focusing on the unique needs of each client. They offer comprehensive retirement planning using advanced investment management and financial planning technology, guiding clients through a detailed 5-step process to create a personalized financial roadmap. Additionally, they provide assistance with Medicare planning for those turning 65 or transitioning from work plans, ensuring clients find the best coverage to suit their needs. Clients consistently praise the team for their 5-star service, honesty, trustworthiness, and responsiveness. Many have been with Strategic Financial Group for years, highlighting their caring approach and commitment to resolving issues. The firm has earned high recommendations from satisfied clients who appreciate the significant savings and valuable benefits they receive, such as low monthly payments and free products. Reviewers note that the team is a joy to work with and provides prompt and courteous responses to questions and concerns. The emotional support provided during difficult times has also left a lasting impression on clients, further underlining the group's compassionate nature. Overall, Strategic Financial Group is recognized for its exceptional service and expertise in financial and insurance planning, making it a trusted choice for individuals and families alike.
Me and my wife Julia really liked that Strategic had a local office that we could sit down with them and talk person to person about our future retirement, estate planning and Medicare planning. In the end it all comes down to trust, which we felt that Strategic demonstrated after meeting with them. Strategic gave us a warm comfortable vibe. We look forward to the future with more confidence with them on our side .
Though I have never met anyone at Strategic Financial in person all my phone conversations have been extremely helpful and everyone is so kind and professional. They are very informative and so friendly. They helped both my husband and I find good, affordable and well covered supplement and Advantage plans to our Medicare. Thank you so much for all your help.
The people from Strategic Financial are so kind and caring. They really let you know how interested they are in helping you to choose the right plan for you.
They are very knowledgeable in their jobs and have been able to answer any questions I have asked.
I would highly recommend them to anyone that needs help in understanding what health plans you may need.
I plan on staying with them, because they are so helpful and I trust them completely.
If you need help in understanding what plans may benefit you the most,
give them a try, you'll be happy you did.
Pat Wyman