Business ProfileforStrategic Financial Management Inc
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Related Categories
Overview
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 & Services
Business Details
- Location of This Business
- 1931 65th Ave Ste B, Greeley, CO 80634-7946
- BBB File Opened:
- 3/30/1998
- Years in Business:
- 31
- Business Started:
- 1/1/1993
- Business Started Locally:
- 1/1/1993
- Business Incorporated:
- 1/1/1993
- Accredited Since:
- 3/27/1998
- 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.
- Type of Entity:
- Corporation
- Alternate Business Name
- Randee Cook, CFP Strategic Financial Management, Inc
- Hours of Operation
Primary
- M:
- 8:00 AM - 5:00 PM
- T:
- 8:00 AM - 5:00 PM
- W:
- 8:00 AM - 5:00 PM
- Th:
- 8:00 AM - 5:00 PM
- F:
- 8:00 AM - 5:00 PM
- Sa:
- By Appt. Only
- Su:
- By Appt. Only
- Business Management
- Ms. Randee Cook, President
- Contact Information
Principal
- Ms. Randee Cook, President
Customer Contact
- Ms. Randee Cook, President
- Additional Contact Information
Fax Numbers
- (970) 353-0182Primary Fax
Email Addresses
- Primary
- (970) 353-0182
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB 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.