Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Insurance Agent

Strategic Financial Group Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Insurance Agent.

About

About This Business

This business offer independent insurance brokerage and strategic investment firm. Types of insurance include health, life, Affordable Care Act Marketplace, Medicare supplements, and travel. Develop customized financial strategies involving estate mutual funds, investments, financial planning, tax management and retirement plans. 

Business Details

BBB File Opened:
2/10/2017
Business Started:
12/8/1992
Business Incorporated:
10/30/1992
Type of Entity:
Corporation
Business Management:
Ms. Johanna Alter Wilson, President

Additional Contact Information

Principal Contacts
Ms. Johanna Alter Wilson, President
Customer Contacts
Ms. Johanna Alter Wilson, President
Fax numbers
Primary Fax: (201) 227-0011
Additional Phone Numbers
Other Phone: (973) 687-8960
Additional Email Addresses
Primary: Email this Business

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.

BBB records show a license number of 9695792 for this business, issued by State Department of Banking & Insurance

State Department of Banking & Insurance

20 West State Street, CN-040

Trenton NJ 08625

BBB records show a license number of 9256162 for this business, issued by State Department of Banking & Insurance

State Department of Banking & Insurance

20 West State Street, CN-040

Trenton NJ 08625

BBB records show a license number of 3008824 for this business, issued by Financial Industry Regulatory Authority (FINRA)

Financial Industry Regulatory Authority (FINRA)

1735 K St

Washington DC 20006

Additional Information

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.