Reviews for Strategic Financial Group

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  • February 2026

    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 .

  • January 2026

    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.

  • January 2026

    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

  • Strategic Financial Group

    9040 Quaday Ave NE Suite 205, Otsego

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