SF
Strategic Financial Group
Des conseils clairs et bienveillants pour les plans d’assurance maladie et les besoins financiers.
5(5 avis)
Business
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Des conseils clairs et bienveillants pour les plans d’assurance maladie et les besoins financiers.
Strategic Financial Group, situé à Otsego, dans le Minnesota, est un cabinet de conseil de confiance en matière d’assurance santé et de planification financière. Les clients louent une équipe chaleureuse et attentionnée, dotée d’une grande expertise et de conseils clairs, qui les aide à choisir les bons plans et à répondre à leurs questions. Des avis cinq étoiles mettent en évidence un service amical et rapide de Brad, Monica et Makenna/McKenna, qui rendent les prestations complexes faciles à comprendre.
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Conseils personnalisés pour choisir les bons régimes d'assurance maladie en fonction de vos besoins et de votre budget.
Des stratégies et une planification financière globales pour des objectifs à long terme et une sécurité financière.
Des conseils d'expert sur diverses options d'assurance, y compris l'assurance vie et l'assurance maladie, avec des explications détaillées.
Une assistance rapide et réactive pour la gestion des polices d'assurance, les questions et les mises à jour.
Des plans personnalisés pour vous aider à préparer une retraite sûre et confortable.
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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