SF
Strategic Financial Group
Clear, compassionate guidance for health plans and financial needs.
5
Business
$$
Clear, compassionate guidance for health plans and financial needs.
Strategic Financial Group in Otsego, Minnesota, is a trusted consultant for health insurance and financial planning. Clients praise a kind, caring team with deep knowledge and clear guidance, helping choose the right plans and answer questions. Five-star feedback highlights friendly, timely service from Brad, Monica, and Makenna/McKenna, making complex benefits understandable.
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Personalized guidance to select the right health insurance plans based on your needs and budget.
Comprehensive financial strategies and planning for long-term goals and security.
Expert advice on various insurance options, including life and health, with detailed explanations.
Timely and responsive assistance for policy management, questions, and updates.
Tailored plans to help you prepare for a secure and comfortable retirement.
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Overall rating
Dorothy Moores
We’ve worked with Brad and Monica for about ten years, and we truly value the service we’ve received. They have consistently proven to be knowledgeable, responsive, and professional. We highly recommend their team.
Kari Kosbau
Brad, Monica and Gabe at Strategic Financial are professional, knowledgeable and patient. My husband and I met with them and knew immediately they were trustworthy, hard working people we wanted and needed to help us plan for our future. Reach out to them for advice, they are amazing and helpful!
B Hawkins
Humana incorrectly enrolled us in the wrong plan, and we had to deal with Medicare to straighten everything out. Monica spent two hours on the phone with us, asked all the right questions, and was able to get it right, finally. Never could have done it without her.
Sue Bestul
Willie Blomquist
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 .
Debbie Sullivan
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.
