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        (970) 353-7124Visit WebsiteMap & Directions1931 65th Avenue Suite BGreeley, CO 80634Write a Review

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        Keep your income & wealth working!

        General Info
        We work diligently to assist you in your lifetime financial position, family goals and time horizons. By using an in depth assessment of your present financial position, we'll provide a step by step process towards achieving those goals. Taking into consideration the ever changing economic conditions and various trends, we will assist you optimizing your investment portfolio. We strive to be long term partners with you for continual success with your dreams, goals and financial objectives.
        Email
        Business History
        With over 30 years plus experience in the investment and financial industry, our mission is to build solid, reliable relationships with our clients by providing the highest degree of honesty, integrity, loyalty and quality service.
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Phone: (970) 353-0182

        Services/Products
        SEP IRA, Retirement Plans, Investment Advisory, Savings Plans, Disability Income Insurance, Bonds, Long Term Care Insurance, 401 (k) Planning, Common Stock, Traditional IRA, Alternate Investments, Government Securities, Roth IRA, Brokerage Accounts, Profit Sharing Plans, College Plans, 403 (b) Planning, Education IRA, Variable Annuity, Tax Plans, Simple IRA, Life Insurance, Estate Plans, High Speed Internet, Home Phone, Cable TV.
        Brands
        Estate
        Payment method
        amex
        Associations
        LPL Financial
        Other Links

        http://www.sfmfinancialplanning.com

        http://lpl.com/RANDEE.COOK

        http://randeecookfinancial.com

        Social Links
        Categories
        Retirement Planning Services, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments

        Reviews

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        JT
        Jim T.

        07/25/2016

        Overall
        Expertise

        I am a current client of Strategic Financial Management and they have always given me clear and insightful advice.

        Helpful(0)Flag
        CM
        Craig M.

        03/29/2016

        Overall

        I've recommended Strategic Financial Management for many years. The people who have gone to them have been happy as well!

        Helpful(0)Flag
        NF
        Nigel F.

        03/03/2016

        Overall

        The staff at Strategic Financial Management is awesome. I'm not too savy in this area, but they always explain everything very well and are completely honest with me. I always feel like I am getting a great service.

        Helpful(0)Flag

        Details

        Phone: (970) 353-7124

        Address: 1931 65th Avenue Suite B, Greeley, CO 80634

        Website: http://www.sfmfinancialplanning.com