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          Additional Information

          Strategic Financial Management Inc

          View full profile
          Location of This Business
          1931 65th Ave Ste B, Greeley, CO 80634-7946
          Email this Business
          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) 353-0182
            Primary Fax

          Email Addresses

          Serving Area
          • 80631
          • 80632
          • 80633
          • 80634
          • 80638
          • 80639
          Products and Services
          Strategic Financial Management, Inc. provides the following 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.
          Referral Assistance
          • 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
          Social Media

          Contact Information

          1931 65th Ave Ste B

          Greeley, CO 80634-7946

          Get Directions
          Visit Website
          Email this Business
          (970) 353-7124

          Business hours

          8:00 AM - 5:00 PM
          Business Hours
          8:00 AM - 5:00 PM
          8:00 AM - 5:00 PM
          8:00 AM - 5:00 PM
          8:00 AM - 5:00 PM
          8:00 AM - 5:00 PM
          By Appt. Only
          By Appt. Only

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          Accreditation

          BBB accredited business

          Accredited Since: 3/27/1998

          Years in Business: 31

          BBB Rating

          A+

          Customer Reviews are not used in the calculation of BBB Rating

          Overview of BBB Ratings

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