StrateFi

I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time friend, but a huge trusting factor when it comes to my wealth management and future.
Apr 1st, 2023

Great group of wealth management professionals!! I strongly recommend.
Mar 31st, 2023

My wife and I have been with Jason and his team for many years. They are very professional and very helpful to our needs. If we do not fully understand a subject/topic, they always take the time to further explain it for us and always to our satisfaction. Great Team!
Mar 30th, 2023

Truly a first class professional team that will meet and/or exceed your financial needs !!! In addition to giving back and paying it forward !!! We strongly suggest finding out for yourself and experience true professionalism that one would think is more prevalent yet remains rare !!!
Mar 28th, 2023

I love working with Jason , Merrick and Kim. They are all so quick to respond to my needs and so helpful keeping me up to date on the economic environment. It gives me a great feeling of security knowing that they are looking after my retirement investments.
Mar 19th, 2023