Client Testimonials

Real experiences, honest opinions from people just like you

SFG is a small (but growing) financial services company that takes the time to get to know the client, the client's family, and important interests. All of the SFG advisors are very personable and quickly won my trust while not pressuring me to try to win my business.

- Dave Bertrando

I would give Strategy Financial Group 5 stars. I have worked with 3 financial advisors at 3 different major firms before switching to SFG. I wish I had found them years ago and made the switch.

- Linda W Gorman

“Knowledgeable. Sound Advisor.”

Knowledgeable. Sound advisor. Always prepared to present options. Excellent resource for up to date financial information. You would be hard pressed to find a better advisor.


“Personal Care”

Extraordinarily skilled in both financial planning and communication. If you want skillful, knowledgeable, personal CARE go to Strategy Financial Group! I have referred many friends and colleagues to them.

- SJ and DJ

“Knowledge and Expertise”

I recommend working with Strategy Financial Group for their knowledge and expertise. You would be hard pressed to find a better group!

- Henry B

“Go For It!”

To someone considering working with Strategy Financial Group, I would say GO FOR IT. They would, as I have, find SFG awesome to work with. I have trusted them with all my retirement needs.

- Robert Hoffman

“Honest Dedicated Team”

To someone considering working with Strategy Financial Group, I'd say, "Welcome to the family!" You are in good hands. You will not find a more honest, dedicated team of knowledgeable, hard-working individuals who have your best interest at hand.

- Pamela Sanders


Trustworthy. Open. Interested. Skilled. Available.

- Kathy A.

“Care About Your Future”

I would tell someone that’s considering working with Strategy Financial Group – Yes, do it! They are the best and you can trust their decisions! Great people and they really care about your future!”

- Margo Parker


Absolutely worth switching to from our former investment company.

- Charley Z.

“Thorough, knowledgeable and extremely pleasant.”

Thorough, knowledgeable and extremely pleasant. Explains things at a level that is accurate, comprehensive without being patronizing.

- Evan D.

“Relatable and personable”

Very relatable and personable; smart as a whip without being condescending.

- Tammy F.

You don’t have to take our word for it. See what our clients have to say…

Testimonials were provided by current clients of Strategy Financial Group and are not representative of all clients’ experiences. The clients have not been compensated, directly or indirectly, to provide their testimonial, and we are not aware of any material conflicts of interest resulting from the clients’ relationships with us or their decision to provide their testimonial.