SF
Strategic Financial Group
Klare, einfühlsame Beratung zu Gesundheitsplänen und finanziellen Bedürfnissen.
5(5 Bewertungen)
Business
$$
Klare, einfühlsame Beratung zu Gesundheitsplänen und finanziellen Bedürfnissen.
Strategic Financial Group in Otsego, Minnesota, ist ein vertrauenswürdiger Berater für Krankenversicherung und Finanzplanung. Kunden loben ein freundliches, fürsorgliches Team mit tiefem Fachwissen und klarer Orientierung, das hilft, die richtigen Versicherungspläne auszuwählen und Fragen zu beantworten. Fünf-Sterne-Bewertungen heben den freundlichen, zeitnahen Service von Brad, Monica und Makenna/McKenna hervor, der komplexe Leistungen verständlich macht.
Keine Fotos verfügbar
Individuelle Beratung bei der Auswahl der passenden Krankenversicherungspläne, basierend auf Ihren Bedürfnissen und Ihrem Budget.
Umfassende Finanzstrategien und -planung für langfristige Ziele und Sicherheit.
Fachkundige Beratung zu verschiedenen Versicherungsoptionen, einschließlich Lebens- und Krankenversicherung, mit detaillierten Erläuterungen.
Zeitnahe und reaktionsschnelle Unterstützung bei der Verwaltung von Versicherungspolicen, bei Fragen und Aktualisierungen.
Maßgeschneiderte Pläne, die Ihnen helfen, sich auf einen sicheren und komfortablen Ruhestand vorzubereiten.
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
My sister and I were looking for a new insurance. A very good friend (Micky) told us about Strategic Financial Group. We called and got an appointment right away. Makenna helped us with any information they needed and was able to make an appointment right away. Monica and Brad were both there to talk with us and made us feel welcomed and important. They were great and very helpful and Brad was able to get me the perfect insurance plan. I highly recommend them.
I give Strategic Financial Group 5 stars. This was my first time going there and I will definitely be using them again. Brad, Monica and Makenna were all absolutely the best. All were so friendly and professional. Brad helped my sister and I find a health insurance plan. He listened to my concerns and what I needed in a plan and was so polite. He explained everything and was very knowledgeable. I am very happy with the plan he helped me get. If you want the best team in town, I would highly recommend Strategic Financial Group. Brad and Monica are absolutely the best.
We have worked with Brad and Monica at Strategic Financial for several years now with our health insurance needs. They are, by far, the best team we have ever interacted with. They are very helpful, timely, and knowledgeable with their information. The customer service provided is outstanding. I would highly recommend getting in touch with them to see for yourself. We plan to work with them next year on the financial side.
I have worked with Strategic for the last several years on insurance. We are always treated with respect and they are always timely in getting back to me! A special shout out to McKenna for helping my partner to switch his health insurance. Very knowledgeable and very easy to work with!!
Beanspruchen Sie Strategic Financial Group, um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
