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Reviews for Strategic Financial Group
Add your commentStrategic Financial Group
9040 Quaday Ave NE Ste 205, Otsego
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9040 Quaday Ave NE Ste 205, Otsego
Directions Call Website Suggest an Edit
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