Strategic Financial Management, Inc.

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number 114051
Website randeecookfinancial.com
Client types

Overview

Strategic Financial Management, Inc. is an independent, fiduciary-first financial planning firm based in Greeley, Colorado. Led by Certified Financial Planner™ Randee Cook, the firm partners closely with clients across the Denver metropolitan area and beyond to help them pursue their lifetime financial goals. With over 30 years of industry experience, Strategic Financial Management employs a team-approach and in-depth assessments to deliver integrity, loyalty, and quality service—guiding individuals and families through every phase of their financial journeys.

Platform Details

Investment Preferences

Alternative Activity