Financial Planning Consultants
Strategic Financial Management Inc
See Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | By Appt. Only |
| Sunday | By Appt. Only |
About
Overview
Strategic Financial Management Inc
1931 65th Ave Ste B
Greeley, CO 80634-7946
BBB Accredited Since: 3/27/1998
Years in Business: 32
BBB Accreditation & Rating
About This Business
Investment Management: Investment portfolios to meet individual financial goals.
Financial Planning: Financial plans including budgeting, savings, and financial strategies.
Retirement Planning: Strategies for retirement savings and income management.
Tax Planning: Services to optimize tax efficiency and manage tax liabilities.
Estate Planning: Assistance with asset transfer and estate management.
Risk Management: Solutions to identify and mitigate financial risks.
The company assists clients with personalized financial plans, continuous monitoring, and adjustments to meet their financial objectives.
Products and Services
Investment Management: Customized investment portfolios designed to align with clients' financial goals.
Financial Planning: Comprehensive planning covering budgeting, savings, and financial strategies.
Retirement Planning: Strategies for retirement savings and income management.
Tax Planning: Services aimed at optimizing tax efficiency and managing tax liabilities.
Estate Planning: Assistance with asset transfer and estate management.
Risk Management: Solutions to identify and mitigate financial risks.
Business Details
- BBB File Opened:
- 3/30/1998
- Business Started:
- 1/1/1993
- Business Started Locally:
- 1/1/1993
- Business Incorporated:
- 1/1/1993
- Type of Entity:
- Corporation
- Alternate Names:
- Randee Cook, CFP Strategic Financial Management, Inc
- Business Management:
- Ms. Randee Cook, President
Additional Contact Information
- Principal Contacts
- Ms. Randee Cook, President
- Customer Contacts
- Ms. Randee Cook, President
- Fax numbers
- Primary Fax: (970) 353-0182
- Additional Email Addresses
- Primary: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Division of Insurance - Colorado
1560 Broadway Ste 850
Denver CO 80202
Phone Number: (303) 894-7499
https://doi.colorado.gov/ - Division of Securities- Colorado
1560 Broadway, Ste 900
Denver CO 80202
Phone Number: (303) 894-2320
http://www.dora.state.co.us/securities/ - Insurance Board - Wyoming
106 East 6th Avenue,
Cheyenne WY 82002
Phone Number: (307) 777-7401
http://insurance.state.wy.us/index.asp - Occupational/Industry License Database Colorado
1560 Broadway Ste 1350
Denver CO 80202
http://www.colorado.gov/oed/industry-license/ - Wyoming Secretary of State
200 W. 24th St.
Cheyenne WY 82002
Phone Number: (307) 777-7378
http://soswy.state.wy.us/default.aspx - Wyoming Secretary of State- Securities Division
200 W 24th, Capital Bldg.
Cheyenne WY 82002
Phone Number: (307) 777-7370
http://soswy.state.wy.us/Compliance/Compliance.aspx
More Resources
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