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Strategic Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 51 reviews
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  • Proud to be recognized

    2023 Ameriprise Client Experience Award recipient

    Thank you

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. We are committed to understanding your goals and are here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact us for a complimentary initial consultation to discuss your financial goals

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Honored to receive recognition

All of us at Strategic Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Strategic Financial Group team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.