Strategic Financial Partners - Colorado Springs, Colorado

Strategic Financial Partners Overview

Strategic Financial Partners, conveniently located at 14145 Millhaven Pl, Colorado Springs, CO 80908, United States, stands out as a premier financial advisory firm. With a phone number 719-548-8511 and an accessible website sfp.us, they offer a comprehensive range of financial services designed to meet the diverse needs of their clientele.

Services Offered

• Financial Planning: Expert guidance to help you achieve your financial goals.
• Financial Consulting: Providing tailored advice to optimize your financial health.
• Insurance Agency: Offering a variety of insurance products to protect your assets.
• Life Insurance Agency: Specializing in life insurance solutions tailored to individual needs.

Facilities and Accessibility

Strategic Financial Partners is committed to providing a welcoming environment. Their office is wheelchair-accessible, featuring a designated car park and entrance, ensuring comfort for all visitors. The facility also includes amenities such as a toilet, enhancing the overall experience for clients.

Appointments and Recommendations

While they appreciate spontaneous visits, it's recommended to schedule an appointment to ensure a thorough discussion of your financial needs. This approach allows for personalized service and helps in providing the most accurate advice possible.

Client Opinions

The testimonials from clients speak volumes about the quality of service at Strategic Financial Partners. With only 5 reviews on Google My Business, but an average rating of 5/5, it's clear that many are highly satisfied. Clients particularly appreciate the expertise of Frank Vaughn, a Certified Financial Planner™ (CFP) who combines extensive knowledge with a commitment to financial planning and fiduciary duty.

One client remarked, "In this era, it's foolish not to have a financial planner guiding you through investments. I feel very comfortable referring them to friends and family." Such feedback underscores the trust clients place in Strategic Financial Partners' ability to navigate complex financial landscapes.

Key Features

• Expertise: With a team that includes a CFP and a dedicated team of consultants and insurance professionals.
• Accessibility: Facilities designed to be inclusive, making it easy for everyone to visit.
• Client Satisfaction: High ratings reflect the company's commitment to excellence and client service.

Contact Information

For those considering consulting with Strategic Financial Partners, here's how to get in touch:

- Phone: Call 719-548-8511 to schedule a consultation or seek more information.
- Website: Visit their site at sfp.us for more detailed information about their services and to explore resources they offer.

👍 Reviews of Strategic Financial Partners

Suzanne C.

5/5

Frank Vaughn is a CFP and to me that has a lot of meaning. In sitting down with him, I was impressed by the scope of his knowledge. He is also a teacher and a fiduciary which means he has to keep your best interests as his top priority. In this day and age, I think it is insane to NOT have a financial planner to help navigate the investment waters. I feel very comfortable in referring him to friends and family.

Dawn L.

5/5

Frank Vaughn gives you peace of mind, so you don’t have to worry about your money. He takes the time to really listen and learn where you are now, and where you want to be in the future. He lays out a plan that is completely customized as to what will work best for each of his clients. He breaks down financial terms so that everyone is comfortable. His knowledge will impress you, but his down to earth attitude combined with integrity is why I will continue to refer him!

Gil D.

5/5

Keeping up with investments and business decisions that could affect my bottom line, it’s not an easy thing. I spend most of my day having to run my business. Have been able to talk to Frank a few different times and have been really impressed with his knowledge. He’s also a fiduciary… and from what I understand that means I can trust he has my best interest at heart. He will be part of my counsel when making decisions of those kinds in my future.

John S.

5/5

I have been to dozens of investment firms trying to figure out what institution would be the best fit Charles Schwab, Fidelity, Edward Jones, Vanguard, USAA etc. Strategic Financial Partners absolutely destroyed everyone else. If you want the peace of mind I now have go in the office and ask for MR. COLIN MOSSBROOK. Colin is one of the hardest working individuals I have ever met in my life. He is not only brilliant but incredibly caring and literally goes above and beyond like you would not believe. Financial institutions these days do not have dedicated advisors like Colin. I am a very happy customer.

David S.

5/5

Frank Vaughn is very knowledgeable and on top of market trends.