Strategic Retirement Group - Stuart (FL)

Dee Thistle This is a hometown BANK! I have been with this bank since the 90’s, the name may have changed throughout the years, people have retired and others still work there. I moved from my hometown but refuse to change banks, I’ll take the drive to to a bank where walking into people know your name, recognize you and service with a smile is priceless!

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Dallas Hendrix Very professional and polite