Strategic Financial Management, Inc. - Greeley, Colorado

Overview of Strategic Financial Management, Inc.

Strategic Financial Management, Inc., conveniently located at 1931 65th Ave STE B, Greeley, CO 80634, stands out as a reputable financial service provider in the region. With a telephone number of 9703537124, potential clients can easily reach out for professional financial advice and services. Their official website, randeecookfinancial.com, offers a comprehensive glimpse into their range of services and the expertise they bring to the table.

Key Features and Services

• Specialties: Strategic Financial Management, Inc. specializes in providing a suite of financial services including financial planning, consulting, investment management, tax preparation, and more.
• Accessibility: The company prides itself on being women-owned and has made significant efforts to ensure its services are inclusive. They offer online appointment scheduling, a wheelchair-accessible entrance, parking lot, and restroom, along with accommodating services for the LGBTQ+ community.
• Appointments: Given the emphasis on convenience, they recommend scheduling appointments in advance to ensure personalized service.

Customer Opinions

Customer feedback plays a crucial role in understanding the company's performance and client satisfaction. With only four reviews on Google My Business, one glowing review highlights their "helpfulness in safeguarding investments and money," indicating a high level of trust and reliability among their clientele. The average opinion score is a modest 3 out of 5, suggesting there may be room for improvement in certain areas.

Recommendations for Prospective Clients

For those considering Strategic Financial Management, Inc., here are a few points to keep in mind:

Expertise: The company boasts a range of financial services aimed at helping clients manage their finances effectively.

Inclusivity: Their commitment to being women-owned and welcoming to all demographics, including those with disabilities and the LGBTQ+ community, makes them an appealing choice for a diverse clientele.

Convenience: With online appointment options and a focus on accessibility, they cater to clients who value ease and inclusivity in their financial service experience.

Preparation: Given the average opinion score, prospective clients might consider reaching out to the company directly via their website to ask questions or clarify any concerns they might have before making a decision.

To explore their offerings further or to schedule an appointment, visiting their website at randeecookfinancial.com is highly recommended. Here, you can find more detailed information about their services and perhaps even initiate contact to discuss your financial future.

Final Recommendation

If you're seeking professional guidance for your financial needs in Greeley, Colorado, Strategic Financial Management, Inc. could be the right partner for you. Their commitment to providing trustworthy financial services, combined with their emphasis on accessibility and inclusivity, makes them a standout choice. Don't hesitate to reach out to their team through their website to discuss how they can help you achieve your financial goals. Remember, taking proactive steps towards financial planning can significantly impact your future security and peace of mind.

👍 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