Strategic Financial Group Reviews

Katie Uttke 2025.12.12

     

We were very pleased with Gabe and his team. We would recommended using Strategic Financial Group for any of your financial needs. They made our transitions smooth and pain free.

Useful Report

Reply from Strategic Financial Group 2025.12.15

Thank you for taking the time to share your experience! We’re glad to hear that our team was able to make the process smooth and stress-free for you. We truly appreciate your recommendation and look forward to continuing to support you.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Gary Kilgard 2025.12.11

     

The Strategic Financial Group is always quick to respond to questions and follows through with the answer and/or resolution. They are also very proactive in providing information and services as needed.

Useful Report

Reply from Strategic Financial Group 2025.12.11

Thank you for taking the time to share your feedback! We’re happy to hear you’ve had a positive experience with our team. We appreciate your support and look forward to continuing to help however we can.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Carol Belden 2025.12.08

     

Fantastic group of people to work with. Especially helpful in whatever your needs are. Medicare, financial, estate. Most honest and friendly people you will ever meet. I love the video updates when needed and holidays. Who does that??? Brad and his team!!!! Thank you. Have a great holiday season.

Useful Report

Reply from Strategic Financial Group 2025.12.09

Thank you so much for your kind words! We truly appreciate you taking the time to share your experience. Our team is committed to providing helpful, honest, and friendly support, and it’s wonderful to know that came through. We’re glad you’ve found value in our updates and communication—that connection with our clients is very important to us.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Nancy Feick 2025.12.04

     

The staff at Strategic Financial are amazing. They get back to you quickly with all your questions answered. Especially with the Silver Sneaker issues that came up at the last minute. So thankful to you all.

Useful Report

Reply from Strategic Financial Group 2025.12.04

Thank you so much for your wonderful review! We’re thrilled to hear that our team was able to assist you quickly and clearly. We truly appreciate your trust in Strategic Financial and are grateful for the opportunity to support you. Thank you for your kindness!

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Becky 2025.11.28

     

Useful Report

Reply from Strategic Financial Group 2025.12.01

Thank you for your 5 Star review. We appreciate it.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Micky Mekosch 2025.11.26

     

We have worked with Brad and Monica at Strategic Financial for several years now with our health insurance needs. They are, by far, the best team we have ever interacted with. They are very helpful, timely, and knowledgeable with their information. The customer service provided is outstanding. I would highly recommend getting in touch with them to see for yourself. We plan to work with them next year on the financial side.

Useful Report

Reply from Strategic Financial Group 2025.11.26

Thank you so much for your wonderful review! We truly appreciate your trust over the years and are glad to hear our team has been helpful, timely, and knowledgeable. We look forward to continuing to support and work with you.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Gloria Peterson 2025.11.25

     

I have worked with Strategic for the last several years on insurance. We are always treated with respect and they are always timely in getting back to me! A special shout out to McKenna for helping my partner to switch his health insurance. Very knowledgeable and very easy to work with!!

Useful Report

Reply from Strategic Financial Group 2025.11.26

Thank you so much for your wonderful review! We truly appreciate your loyalty over the years and are grateful for the opportunity to support your insurance needs. We’re glad to hear you consistently feel respected and well taken care of by our team.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Laura Wachtler 2025.11.25

     

I use the Strategic Financial Group for my Medicare insurance. The staff I have worked with are always very helpful, friendly, and accommodating of my concerns and questions. When I call, even during the busiest times of the year, their response time is very quick. I really appreciate the Strategic Financial Group!

Useful Report

Reply from Strategic Financial Group 2025.11.25

Thank you for your wonderful review! We’re grateful for your feedback and appreciate the opportunity to serve you.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Ted and Barb Jr 2025.11.19

     

Useful Report

Reply from Strategic Financial Group 2025.11.19

Thank you for your 5 Star review. We appreciate it.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Milt Rea 2025.11.15

     

Useful Report

Reply from Strategic Financial Group 2025.11.17

Thanks for your 5-star review! We appreciate your support.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Marcy Tipton 2025.11.13

     

I received excellent service and great information about starting in Medicare.

Useful Report

Reply from Strategic Financial Group 2025.11.17

We truly appreciate you taking the time to leave such a positive review. It’s always our goal to make the process as smooth and informative as possible, and we’re happy to hear that reflected in your experience. Thank you for your trust and support.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Yvonne Paffel 2025.11.13

     

Everyone in the office was very helpful and kind. The process to sign up for a Medicare plan for my dad was easy with their help. I sill surely use them again.

Useful Report

Reply from Strategic Financial Group 2025.11.13

Thank you so much for your kind words! We’re so glad to hear our team made the Medicare sign-up process easy for your dad. We truly appreciate your trust and look forward to assisting you again in the future!

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Dianne Krogan 2025.11.11

     

Useful Report

Reply from Strategic Financial Group 2025.11.11

Thank you for the 5 stars! We’re grateful for your trust and happy you’re satisfied with our service

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Kenneth Antl 2025.10.29

     

Strategic Financial personnel are awesome. We are going to loose our Medicare supplement and they reached out to us first. They’ve all been so very helpful and we feel so satisfied with the health plan they helped us choose. Thanks so very much. One less thing to have to worry about. Ken and Linda

Useful Report

Reply from Strategic Financial Group 2025.10.30

Thank you for the wonderful review! We’re so glad our team could make the process easier and help you find the right plan.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Flo Arellano 2025.10.29

     

Useful Report

Reply from Strategic Financial Group 2025.10.30

Thanks for your 5-star review! We appreciate your support.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Robert Kline 2025.10.20

     

Julie and I could not be any happier with the excellent service you have provided to us. Even more impressive is the way you have treated us with friendship and kindness. You guys and gals are wonderful people and you have a 5 plus rating from us. Thank you so much for your service."

Useful Report

Reply from Strategic Financial Group 2025.10.21

Thank you so much for the kind words and 5-star review! We're thrilled you felt supported and appreciated—it's always our goal to provide excellent service with a personal touch. Your feedback truly means a lot!

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Rocki Cain 2025.10.18

     

I have been a client Of Strategic Financial for about 12 years. I have always received excellent service and advice from them. I strongly recommend them to anyone looking for help in making decisions regarding their health insurance options. Very satisfied in their personal touch.

Useful Report

Reply from Strategic Financial Group 2025.10.20

Thank you for your loyalty over the past 12 years! We're grateful for your trust and so glad to hear our service and personal touch have made a difference.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Robyn Seitzer 2025.10.07

     

Great company & customer service

Useful Report

Reply from Strategic Financial Group 2025.10.08

Thank you so much for your kind words! We're thrilled to hear that you had a great experience with and great customer service. Your support means a lot to us.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Richard 2025.09.26

     

About a year and a half ago my wife and I started looking for a financial planning and Medicare planning service leading into our retirement. I started researching the internet and reading many reviews from many different financial planning services. Having read many reviews of Strategic 360's customers I felt this was the place I wanted to start with. My wife and I had a interview with Brad and after that interview she and I felt that we really wanted to sit down with Brad, Monica and Gabe and go forward and understand what they can plan for us. At the end of the first meeting, my wife and I were definitely convinced that our choice to go with Strategic 360 was the best one that we have made for our financial planning in retirement. They were not afraid to answer any questions and their clear guidance, planning and stratagy as to what to do was without hesitancy. They know exactly what they're going to do for us and thus far my wife and I are very very happy. thank you Strategic 360 for planning our retirement future.

Useful Report

Reply from Strategic Financial Group 2025.09.26

Thank you so much for your kind words and trust in us! We’re thrilled to hear that you and your wife felt confident in our team and approach from the start. It’s an honor to support your retirement planning, and we look forward to continuing this journey with you.

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.

Kay C 2025.09.25

     

Great Personal Attention! Happy with all the services!

Useful Report

Reply from Strategic Financial Group 2025.09.25

Thank you so much for your kind words! We're thrilled to hear that you were happy with our services and appreciated the personal attention. It means a lot to us!

This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates. Brad Gerberding is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.