Client Reviews | Strategic Financial Group

      
 Excellent5.0311 reviews
 5.0
 Excellent311 reviews
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       Posted on Google  
   
   Pamela Aritt 
 October 10, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  answered all my questions clearly. Helped make my decision making easy
  
 
 
     Posted on Google  
   
   Linda Nelson 
 October 9, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Brad was great.  He is very knowledgeable  about all the plans and  will tell you what is best for you and your family.   Trust him completely.
  
 
 
     Posted on Google  
   
   Mary Taylor 
 October 7, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  We got help so quickly and we've had years of such great service.
They're all so respectful and informative.  Health insurance is such a confusing topic, but they explain things so well.
  
 
 
     Posted on Google  
   
   William Layer 
 October 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Brad and his cast of professionals have been my advisors for years, they definitely know their business. and understand the real meaning of (CUSTOMER SERVICE)!
  
 
 
     Posted on Google  
   
   Mike De Rosa 
 October 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Monica and Brad Gerberding have been helping us find the right senior/medicare plan for several years know.  We appreciate their knowledge about the changes in medicare advantage programs.  They are honest and professional and always respond to our questions in super timely fashion. WE highly recommend Strategic Financial group.
  
 
 
     Posted on Google  
   
   Nate Pelto 
 September 29, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  We have received excellent help and service from Brad Gerberding and the staff at Stategic Financial Group. We highly recommend it to our friends and family.
  
 
 
     Posted on Google  
   
   Robert Schmidt 
 September 21, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Very knowledgeable about what they are doing. Helpful when it came to getting set up for social security & Medicare that best fits us. Great financial planner.
  
 
 
     Posted on Google  
   
   Barb Curtis 
 September 8, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  We have been with Strategic Financial for about four years and have had an exceptional experience working with Brad, Gabe, and the entire team. They genuinely care about their clients and take the time to understand your financial goals and needs.

What really sets Strategic Financial apart is their holistic approach. In addition to helping manage your financial assets, they also provide guidance through the Medicare process, which is an added benefit and makes navigating important financial and healthcare decisions much easier.

We truly appreciate the professionalism, personal attention, and care we have received from the entire team and would highly recommend Strategic Financial to anyone looking for a trusted financial partner.
  
 
 
     Posted on Google  
   
   Laurie Peterson 
 September 5, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Your group made it super easy to get signed up for insurance. Everything was explained completely and they walked me through the whole process.
Thanks for all your help
Laurie Peterson
  
 
 
     Posted on Google  
   
   Pam Hendricks 
 August 15, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Great people!  I feel very confident that Strategic Financial is managing my money!  My questions are always answered promptly!  I highly recommend them!!
  
 
 
     Posted on Google  
   
   Kelli McMullen 
 July 20, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  Very helpful staff throughout the process and able to answer questions effortlessly.  Great team!
  
 
 
     Posted on Google  
   
   Virginia P 
 June 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google.  We initially contacted Strategic Financial Group on the recommendation of one of my husbands's former co-workers.  We were in need of advice on choosing a Medicare supplement, as my husband was retiring soon.  Brad was very helpful in explaining the various options, and in helping us to choose one.  He asked a few questions about how satisfied we were with our current financial advisor.  Frankly, we had been somewhat disappointed with our current advisor at the time, because we really didn't think we were getting adequate guidance, communication, etc., from him.  We've also had a few previous financial advisors, and after they put together a plan for us we would only hear from them in a cursory way on an annual basis.  Also, the plans they put together seemed rather "cookie cutter".  I don't think our individual circumstances were adequately taken into account.
We decided to see what SFG could offer.  Brad and Gabe (and the team) put a lot of time and effort into finding out all the pertinent details of our situation, and incorporating them into a coherent plan.  Their followup communication has been excellent, and they have given us some valuable tips on approaches to some tax issues as well.  All in all, we're very pleased with Brad, Gabe and the whole team.  Thank you!
  
 
 
 
 
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