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Our team works with individuals, families, and companies on your specific goals to plan for a successful financial future. We seek to simplify complex financial terms and investment options, offer honest advice, independent solutions, and help you navigate life.
At Strata Financial Group, we have grown to service a book of business in excess of $200 million for families, and a variety of companies for whom we provide retirement and business planning strategies. We build long-term, trusted relationships while working to pursue your unique goals. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.
Rather than focusing on product sales or commission-based portfolios, we focus on your personal financial goals and aspirations. Our services span from wealth management, to investment management to financial planning, but one thing stays the same: we are focused on you.
- Tony Campagni, CFP®
Planning for retirement as an employer takes on a whole new meaning. Considering your own goals as a plan sponsor, tax and business implications, and helping your employees save for retirement are all important parts of the equation. We utilize our comprehensive approach and experience to help you understand available solutions.
- Mitchell Romeo, CPWA®, CPFA