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      Details

      Keep your income & wealth working!

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      General Info

      We work diligently to assist you in your lifetime financial position, family goals and time horizons. By using an in depth assessment of your present financial position, we'll provide a step by step process towards achieving those goals. Taking into consideration the ever changing economic conditions and various trends, we will assist you optimizing your investment portfolio. We strive to be long term partners with you for continual success with your dreams, goals and financial objectives.

      Business History
      With over 30 years plus experience in the investment and financial industry, our mission is to build solid, reliable relationships with our clients by providing the highest degree of honesty, integrity, loyalty and quality service.
      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 970-584-2905

      Address:
      1931 65th Avenue Suite B Greeley, CO 80634
      Email:

      Links:

      http://www.sfmfinancialplanning.com

      http://lpl.com/RANDEE.COOK

      http://randeecookfinancial.com

      Reviews

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      J
      Jim T.

      07/25/16

      Provided by YP.com
      3 Reviews0
      5.0

      I am a current client of Strategic Financial Management and they have always given me clear and insightful advice.

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      C
      Craig M.

      03/29/16

      Provided by YP.com
      4 Reviews0
      5.0

      I've recommended Strategic Financial Management for many years. The people who have gone to them have been happy as well!

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      N
      Nigel F.

      03/03/16

      Provided by YP.com
      2 Reviews0
      5.0

      The staff at Strategic Financial Management is awesome. I'm not too savy in this area, but they always explain everything very well and are completely honest with me. I always feel like I am getting a great service.

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      Categories
      Financial Planning Consultants, Estate Planning Attorneys, Investments
      Services / Products
      Retirement Plans, SEP IRA, Investment Advisory, Savings Plans, Disability Income Insurance, Bonds, Long Term Care Insurance, 401 (k) Planning, Common Stock, Traditional IRA, Alternate Investments, Government Securities, Roth IRA, Brokerage Accounts, Profit Sharing Plans, College Plans, 403 (b) Planning, Education IRA, Variable Annuity, Tax Plans, Estate Plans, Life Insurance, Simple IRA, High Speed Internet, Home Phone, Cable TV
      Payment Options
      amex
      Brands
      Estate
      Associations
      LPL Financial
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.