Strategic Financial Mgmt.

Neal Hollis 

on Google

2 months ago

My wife and started working with SFM almost a year ago and we can't recommend them highly enough. They've helped us navigate everything from retirement income planning to estate planning coordination and tax-efficient investing--all with a level of clarity and professionalism that sets them apart. The aspect I value the most is that they're fiduciary advisors who always put our best interest first. Every recommendation is tailored to our goals and they take the time to explain in a way that makes sense. If you're looking for... read more

D B 

on Google

3 months ago

My wife and I rolled over all of our old 401K plans, our brokerage account, and other assets over to the folks at SFM back in 2024. We should've done it way earlier. The entire team is fantastic. There are plenty of offices that say they're fiduciaries, but SFM does it better than anyone. They do more than portfolio management. They've put together a financial plan for our family, helped limit our tax liability, helped with estate planning, and insurance needs. They've got plenty of experience, but they're also younger and n... read more

Ashlee Wright Sullivan 

on Google

4 years ago

I have worked with Wes Sullivan for years now. He always explains things clearly for me to understand and listens to exactly what my long term goals are. He even took the time to call me to discuss my account when there was a drop in the market. It's hard to find good customer service like that. I would highly recommend Wes and the team at Strategic Financial. 

Ashlee Wright 

on Google

5 years ago

I have worked with Wes Sullivan for years now. He always explains things clearly for me to understand and listens to exactly what my long term goals are. He even took the time to call me to discuss my account when there was a drop in the market. It's hard to find good customer service like that. I would highly recommend Wes and the team at Strategic Financial.