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.
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!!
My family, as well as yours, has many different parts when it comes to financial planning, not only for the long term but short term as well. How does one make sense of it all - kids in college, kids working, a teacher’s retirement, a small business owner, a home, a cabin, an inheritance, etc. We found a team that has helped sort it ALL out. They have the knowledge, the tools, the integrity, the honesty, and most importantly they care.
Insurance can be tough, but they made it so easy. In retirement money can be tight but they showed me how to save money and they always keep me updated on any changes
I would recommend them to everyone nearing retirement or if they just need to plan on the future