Strategic Financial Solutions - Redlands, California

Introduction to Strategic Financial Solutions

Strategic Financial Solutions is a renowned financial planning firm located at 210 E Citrus Ave, Redlands, CA 92373, United States. The company, which can be reached via phone at 7147942673 and their website haveastrategy.com, specializes in providing expert financial planning services. Their dedication to helping individuals achieve their financial goals has earned them a stellar reputation in the industry.

Specialties and Services

Strategic Financial Solutions focuses primarily on financial planning, offering a range of services designed to help clients make informed decisions about their money. The company's specialists have a deep understanding of various investment avenues and market dynamics, allowing them to craft tailored strategies that cater to individual needs.

Other Points of Interest

In addition to their core services, Strategic Financial Solutions offers several convenient features for their clients. Online appointments, on-site services, and a wheelchair-accessible facility ensure that everyone can access their financial planning expertise with ease. The company's commitment to accessibility and personalized service sets them apart from competitors.

Client Testimonials and Opinions

With an impressive 22 reviews on Google My Business, Strategic Financial Solutions boasts an average rating of 5/5, a testament to their exceptional service and dedication to client satisfaction. One particularly glowing review highlights the company's "strong understanding of strategies to save on taxes, especially with business owners," a skill that sets them apart in the industry.

Final Recommendation

For individuals seeking a reliable and knowledgeable financial planning partner, Strategic Financial Solutions is an excellent choice. Their combination of expertise, personal touch, and commitment to accessibility make them stand out in the crowded field of financial advisors. To learn more about their services or to schedule an appointment, visit their website at haveastrategy.com or contact them directly at 7147942673.

👍 Reviews of Strategic Financial Solutions

Jerad B.

5/5

Strategic Financial Solutions is a 1st class operation. They truly care about the financial well being of the people they work with. They are experts in their field with a strong understanding the markets and various investment avenues. They also have a very strong understanding of strategies to save on axes especially with business owners. As a mortgage professional I love being able to send my clients to them and everyone I have sent has been extremely happy with their services.

ADAM S.

5/5

Michael and Chris are truly invested in doing what is best for each of their clients. Their financial planning and retirement strategies are geared to each clients needs and implemented with wisdom and integrity. I highly recommend Strategic Financial Solutions!!

David R.

5/5

Mike and Chris have been very efficient and assisting me with my retirement funds. They've come up with several creative ideas to help me extend them. I would totally recommend them for anyone who is retiring and I wish I met them when I was younger. In this complex
World of financial planning they are tops!

Steven N.

5/5

Could not be more pleased and confident in trusting my families future with the crew at Strategic Financial! They have gone above and beyond to make the process as easy as possible.
Would certainly recommend them to all my closest friends and Family.

Jasmine S.

5/5

I had the pleasure of conducting a signing for this firm & I have to say first & foremost the office is STUNNING!! 2nd is an extremely friendly staff and lastly a very high level of professionalism that would make anyone want to refer friends and family to get there Estate Plans Wills and Trust set up! Chris was very helpful and I highly recommend his services!

Dave E.

5/5

Knowledgeable and professional. Very impressed with their planning software. It was extremely helpful in making retirement decisions! I can tell that the advisors really care about helping me plan my future. They also have good connections with others outside their area of expertise.

M K.

5/5

I am so thankful for this business and for the help from Chris Racadio. He has always been incredibly helpful, insightful, knowledgeable, and professional. Whenever I have any questions, he goes above and beyond to help me or find someone (or a resource) that can. Highly recommend!

Hardi M.

5/5

Knowledge and expertise, Trustworthiness, Communication and Attention to details is just a few commodities to mention about Chris and Michael Providing a seamless experience and confidence. Great place as well I would not recommend any other company but theirs.