Strategic Financial Management, Inc. - Greeley, Colorado

Strategic Financial Management, Inc., located at 1931 65th Ave STE B, Greeley, CO 80634, United States, is a reputable financial planning and investment services company that has been serving clients for years. Their phone number is 9703537124 and their website is randeecookfinancial.com. The company specializes in providing a range of financial services, including financial planning, financial advice, investment services, and tax preparation

SPECIALTIES

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Other notable features of Strategic Financial Management, Inc. include its status as a women-owned business, the availability of online appointment scheduling, wheelchair accessibility, and a welcoming environment for members of the LGBTQ+ community. The company highly recommends scheduling an appointment in advance, as it allows them to better cater to each client's unique needs and circumstances

OTHER POINTS OF INTEREST

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REVIEW SNIPPETS

Reviewers of Strategic Financial Management, Inc. have praised the company for its helpfulness and trustworthiness in managing their investments and finances. "This company is very helpful guarding my investments and money. Very trustworthy," one reviewer remarked.

AVERAGE RATING

The company has received an average rating of 3/5 based on 4 reviews on Google My Business. While the rating is moderate, it reflects the company's commitment to providing quality financial services and personalized attention to each client's needs

OPINIONS

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👍 Reviews of Strategic Financial Management, Inc.

Kay D.

1/5

Ms. Cook is a horrible financial advisor. When my father died, my mother and it took multiple copies of legal paperwork to have all policies put in the correct name. After thinking for years this was taken care of we found out there was no follow through on her part.
We left her and are still trying to sort through the mess.

Geneva C.

5/5

This company is very helpful guarding my investments and money. Very trustworthy

Anna C.

1/5

adk T.

5/5