Strategic Senior Benefits Group Coconut Creek Pkwy, Coconut Creek

Strategic Senior Benefits Group Reviews

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  Rolmary Jerez
  5

  Steve Archer is professional, knowledgeable and with great deal of integrity. As a Financial Advisor he takes time to ask questions and to get to know his clients needs. In addition, he was very through and explaining everything in great detail. I finally have a plan of action when it comes to my future financial goals! I am very happy with his service I received from Steve, and I would definitely recommend him to my friends and family.

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  Dave Fitz
  5

  Steve Archer and his office has been managing my financial portfolio for several years now. From the beginning I was very pleased as I found Steve to be very knowledgeable, professional and timely. For me, I find it reassuring for someone who is handling my money to be very responsive to any questions that I have and available to address any concerns that I have. You definitely get a tailored financial plan to your needs and not a “cookie cutter” approach.

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  lisa luby-epstein
  5

  steve and his team are extremely knowledgeable. they take the time to understand their clients needs and then share advice and strategies that are in alignment with the appropriate goals. We have partnered with them for our clients and would highly recommend them

• C

  Cathy Sykes
  5

  Grant Archer, Sr. Medicare Specialist, is AMAZING. He is efficient and effective. The Social Security Administration (SSA) made an error and withdrew my husband from his medical coverage. We learned this at a pre-op appointment to repair a broken kneecap. Called Grant for assistance, within minutes, Grant had a conference call with us and the SSA resolving the situation. Grant facilitated the call and faxed the documents over to SSA. Thank you for helping us Grant! ⭐️⭐️⭐️⭐️⭐️

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  KAREN TRUDEAU
  5

  I have been working with Steve for several years now. At first I attended a seminar on retirement income that peaked my interest. Met with him a few times before jumping on board. I am so glad I did. I now have peace of mind that my finances for my future are in capable hands. Steve and his team are professional, knowledgeable and compassionate. I would highly recommend

• A

  Alice Tennis
  5

  We feel very fortunate to have found Strategic Senior Benefits Group. Their approach to helping you develop income streams for retirement sets them apart from other investment "experts". Steve provides the education we need to make the best choices about our future. He is professional, organized and reliable. I highly recommend their services.

• M

  Maria Alejandro
  5

  Mr. Steve Archer has been instrumental in unraveling the details of retirement. It is because of his assistance that I was able to understand retirement, which I have now completed. I am enjoying retirement, when I was sure it was a distant event, prior to following his advice. Thank you so much for your service and dedication to the community!

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  milton Koropshinsky (Milton K)
  5

  I've worked with Steven Archer for over 30 years handling my financial portfolio and insurance needs. He has always gone the extra mile for me and is super proactive to contact me if he feels something new is a good fit for me or if I need to make changes to my current situation. Now that I'm in my Fifties my needs are changing and we're working on some new things to get me a steady stream of money. Thanks Steve

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  Cynthia Speno
  5

  I met Steve Archer at a SS seminar. I work in the industry but was intrigued by his thought process. I had nothing to lose so I made an appointment to see how he viewed the stock market and it’s trajectory. I was used to one train of thought for over 25 years and he introduced me to another which made so much more sense. I became a client immediately and have a great relationship with him and his company. Truly professional!

• D

  Debbie Crum
  5

  As always, Steve is most helpful - full of valuable information, and answers all questions! Not to mention the outstanding results of the investments! So happy I have my investment portfolio with Strategic Senior Benefits Group!