Reviews for Strategic Financial Group

Nov 2023

Brad has helped us understand our Medicare options for 10 years now. In that time, we have referred many friends to him -- and we all appreciate him. He answers our questions in everyday language, not medical-ese. He tailors his suggestions to individual healthcare needs and financial situations. He and his staff are friendly and responsive. I highly recommend Brad Gerberding and Strategic Financial Group.
Nov 2023

Brad and the entire team at Strategic Financial are the very best!! Always friendly, responsive,very knowledgeable on all of the insurance plans-good listeners and respectful of their clients-wanting them to understand and be comfortable with their advice and the clients decisions. Highly recommend!! Thanks Brad and staff.Warren and Sharon White
Oct 2023

These people are so proactive, personable, and friendly. I've had my medical part D through them for a few years now and have not been disappointed going with their recommendations.

From Strategic Financial Group

Whether you are turning 65 (new to Medicare), coming off of a work plan, or qualify for an open enrollment period, we will help you find a Medicare plan that best fits your individual needs. The team at Strategic Financial Group uses cutting edge investment management and financial planning technology tools to help determine the best roadmap for your financial success. Our team will walk you through a 5-step process to create a comprehensive, flexible, and holistic plan designed just for you.

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

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Strategic Financial Group

9040 Quaday Ave NE, Otsego

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