Reviews for Strategic Financial Group

Write a review
  • Aug 2024

    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 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. 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.

Photos

Add a Photo
Strategic Financial Group
View All Photos

From Strategic Financial Group

Strategic Financial Group specializes in assisting YOU with your financial and insurance planning. Retirement Planning: 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. Insurance Planning: 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.

Hours

Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Strategic Financial Group

9040 Quaday Ave NE Suite 205, Otsego

Directions Call Website Suggest an Edit
badge
Get your award certificate!