Strategic Senior Benefits Group - Coconut Creek, Florida

Alison R.

Steven Archer at Strategic Senior Benefits Group has been my financial advisor for several years. I feel very comfortable with the personnel and the services delivered. I never have to worry about making an appointment for a portfolio review - they schedule regularly every several months. Whenever I call or email with a question, I receive a very timely response. Income tax prep is one of their new services - very reasonable fee. The personnel at SSBG are very professional, courteous, and knowledgeable. Ease you mind and know that your financial future is in good hands with Steven Archer and Strategic Senior Benefits Group.

Joseph D.

I'm retired now for 4 years, i worked and saved with AT&T for 47 years. Before i retired i went to one of Steve Archer's group learning sessions! I got a fantastic education on how to grow my Portfolio without the worry of the Market and receive a steady income to keep my standard of living. Now it was time to do my Homework! The Mrs and I went to 3 other company's, they all wanted my Portfolio but we were not satisfied.. So i was taught when you don't know what to do - Do nothing and review all the information. Well about 12 months after our 1st meeting with "Strategic Senior Benefits Group" Mr. Steven Archer we Moved All of our Portfolios to Steven Archer because of the Safe Products they offered and it was the Best move i ever made. The Mrs and I are Happily Retired in our Dream Home outside of Nashville and our Lifestyle never changed. I was always told retirement is not a age its a Income..
Thank You, Strategic Senior Benefits Group, Mr Steven Archer

Stephen H.

When I was laid off by Quicken Loans a year ago in May, among other benefits they gave us, were seminars we could attend regarding retirement. I attended all that were offered by Steven Archer and set up a free consultation I am so glad I did. The economy was terrible, and my investments were hemorrhaging at a scary rate.

Steven Archer made suggestions that sounded great to me, and I transferred almost everything I had to him to manage.

This was the best decision ever as it has only gone up since he took control.

I am not a large investor BUT he treats me like I am and is always available if needed.

I highly recommend and trust whatever he says, as he always explains the why's in what he does.

Dave F.

Steve Archer and his office has been managing my financial portfolio for several years now. From the beginning I was very pleased as I found Steve to be very knowledgeable, professional and timely. For me, I find it reassuring for someone who is handling my money to be very responsive to any questions that I have and available to address any concerns that I have. You definitely get a tailored financial plan to your needs and not a “cookie cutter” approach.

Rolmary J.

Steve Archer is professional, knowledgeable and with great deal of integrity. As a Financial Advisor he takes time to ask questions and to get to know his clients needs. In addition, he was very through and explaining everything in great detail. I finally have a plan of action when it comes to my future financial goals! I am very happy with his service I received from Steve, and I would definitely recommend him to my friends and family.

Joe F.

We started working with Strategic Senior Benefits Group about 4yrs ago after being referred by a friend. Steven makes the process easy & convenient to meet our schedule with 5pm Zoom meetings being we're located in Tampa. He's always working to improve his team plus adding services.

Frank M.

I was worried how, in retirement, to turn a 401K, Pension, IRA, etc. into an income stream, into a paycheck. Steven Archer at Strategic Senior Benefits Group did this for me. Create a cash stream without consuming your savings. I had worked with Fidelity and Voya, you know the people who NEVER call you, who ask for your account number, whom you have to navigate 4 layers of automated answering systems to maybe be on hold for 20 minutes to speak to a human. Not with Steven and SSBG. You get ALL the service and results as the Fidelities and Voyas but still get personal service; you are working with a person. Services for taxes, wills, trusts, Medicare, all available as well and quarterly reviews to ensure you and Steven stay in synch. Retired or getting close to it, I recommend Steven Archer and Strategic Senior Benefits Group.

Cynthia S.

I met Steve Archer at a SS seminar. I work in the industry but was intrigued by his thought process. I had nothing to lose so I made an appointment to see how he viewed the stock market and it’s trajectory. I was used to one train of thought for over 25 years and he introduced me to another which made so much more sense. I became a client immediately and have a great relationship with him and his company. Truly professional!