Strategic Financial Solutions - Redlands, California

Strategic Financial Solutions: A Premier Financial Planning Service

Strategic Financial Solutions, located at 210 E Citrus Ave, Redlands, CA 92373, offers exceptional financial planning services tailored to meet the diverse needs of its clients. With a contact number 147942673 and a user-friendly website haveastrategy.com, they are easily accessible for those seeking expert financial advice and planning.

Specialties and Services

As a financial planner, Strategic Financial Solutions specializes in crafting personalized financial strategies. Their expertise extends to helping individuals and businesses navigate complex financial landscapes, with a particular focus on saving on taxes for business owners. The company's services include online appointments, onsite services, ensuring all clients, including those with mobility needs, have a seamless experience. Their facility is wheelchair accessible, complete with a wheelchair-accessible entrance, parking lot, restroom, and seating areas, as well as accessible restrooms, catering to the comfort of every visitor.

Recommendations and Reviews

Potenciales clientes are advised to book their appointments in advance given the positive feedback Strategic Financial Solutions has received. With 22 reviews on Google My Business and an impressive average opinion of 5/5, it's clear that the company is highly regarded by its clientele. Reviews often highlight their deep market understanding, strategic savings advice, and the genuine care they show towards their clients' financial well-being. This level of service and satisfaction shouldn't be overlooked when considering who to entrust with your financial planning needs.

Contacting Strategic Financial Solutions

For those interested in exploring their financial planning services further, visiting their website haveastrategy.com is recommended. Here, prospective clients can find detailed information about their services, the process of scheduling an appointment, and more. Given their commitment to accessibility and client satisfaction, it's an excellent resource for anyone looking to take control of their financial future with the guidance of professionals who truly understand the importance of tailored financial strategies.

👍 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.