About Strategic Financial Group
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.
We have been with Strategic Financial for about four years and have had an exceptional experience working with Brad, Gabe, and the entire team. They genuinely care about their clients and take the time to understand your financial goals and needs.
What really sets Strategic Financial apart is their holistic approach. In addition to helping manage your financial assets, they also provide guidance through the Medicare process, which is an added benefit and makes navigating important financial and healthcare decisions much easier.
We truly appreciate the professionalism, personal attention, and care we have received from the entire team and would highly recommend Strategic… read full review
Your group made it super easy to get signed up for insurance. Everything was explained completely and they walked me through the whole process.
Thanks for all your help
Laurie Peterson
I met with Gabe and Brad to discuss retirement and financial planning and, after providing my information was with a well thought out plan that met my current and future needs. I liked the open conversation and every question I had was answered. I felt listened to and the the plan created is what I need. Highly recommend Strategic Financial Grouo!!
Monday 8AM - 4PM
Tuesday 8AM - 4PM
Wednesday 8AM - 4PM
Thursday 8AM - 4PM
Friday 8AM - 4PM
Saturday Closed
Sunday Closed
9040 Quaday Avenue Northeast Ste 205, Otsego, MN 55330
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