Strategic Financial Solutions

Strategic Financial Solutions

Financial Services 222 3rd Ave Se 26 employees
Employees
26
Contacts
4
Emails
4
Phones
4

Strategic Financial Solutions Overview

Headquarters
222 3rd Ave Se
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
26
Founded
1990
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Strategic Financial Solutions

Who is Strategic Financial Solutions, LLC? We are a values based financial services firm, dedicated to providing professional ongoing service experience in the area of: Corporate Retirement Plans Executive Retirement/Compensation Strategies Wealth Management for individuals and endowments Individual Financial Planning Our processes focus on assisting our clients in addressing the potential issues of the day; specifically: Non-Sufficient funds at retirement Loss of net worth and financial security Income tax and expense management Loss of key personnel (along with the value of the relationships they bring to your firm) Our processes are designed to focus on the opportunities available in the market place and subsequently deliver to you, our client, a clear plan for implementation, and assist you with your ultimate goal achievement. We operate in cooperation with our corporate clients, as a strategic partner, to provide your employees flexible investment solutions, a superior education continuum, high quality communications, and access to personalized assistance. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. © Strategic Financial Solutions, LLC.

Strategic Financial Solutions Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

Strategic Financial Solutions Org Chart

Sample employees and titles
Name Title Contact
Lawrence Koval Financial Advisor at Lifemark
Email Phone
Brian Brandt, Cfp®, Aif® Executive Retirement Specialist
Email Phone
Steven Bragg, Cfp®, Cltc® Advocating for You with Holistic Wealth
Email Phone
Jeff Haugse, Mba, Fscp, Acs Providing Leadership and Guidance All
Email Phone

Employees by Management Level

Individual contributor 8 profiles
Associate / junior 3 profiles
Manager 2 profiles
Executive 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 4 4 2
Finance 4 4 2
Executive 2 2 2

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