SF
Strategic Financial Group
Guía clara y compasiva para planes de salud y necesidades financieras.
5(5 reseñas)
Business
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Guía clara y compasiva para planes de salud y necesidades financieras.
Strategic Financial Group en Otsego, Minnesota, es un asesor de confianza en seguros de salud y planificación financiera. Los clientes elogian a un equipo amable y atento, con profundo conocimiento y una guía clara, que ayuda a elegir los planes adecuados y a responder preguntas. Los comentarios de cinco estrellas destacan un servicio amable y oportuno por parte de Brad, Monica y Makenna/McKenna, que hacen que los beneficios complejos sean fáciles de entender.
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Asesoramiento personalizado para elegir los planes de seguro de salud adecuados según tus necesidades y presupuesto.
Estrategias y planificación financieras integrales para metas a largo plazo y seguridad.
Asesoramiento experto sobre diversas opciones de seguros, incluidas las de vida y de salud, con explicaciones detalladas.
Asistencia oportuna y rápida para la gestión de pólizas, preguntas y actualizaciones.
Planes personalizados para ayudarte a prepararte para una jubilación segura y cómoda.
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!!
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