Strada Financial Group
At Strada, we focus first on getting to know you, your family, your hopes, your dreams, your businesses and even your hobbies. We will need to know the facts about your financial picture (investments, taxes, insurance, trust, income and more), but to begin with we need to know how you are feeling and what is most important to you.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Financial Planning
- Real Estate Investments
- Tax Advising
- Consulting
Sentiment Analysis
He has honestly been an intrinsic segment of my life: Jobs, business, family, investments, and the myriad of changes that affect our taxes and long term planning.
After a personal Get To Know You interview, they notify you when to get started collecting tax info; they notify you when it’s time to turn it in to them; they call you and make an appointment for their report of the work they’ve completed
Strada is precise, personable, prompt and available to help with any questions.
I love that financial advise is part of what they do as well, which will help me long term.
We have used Strada for several years for our taxes and we have always been very pleased with the efficient and speedy service that we have received, Lindsay Holmes has done a great job with our tax situation!!
Without a doubt, the financial professionals at Strada have delivered fantastic service at a great price, making what would otherwise be a stressful time (tax time) into a wonderful experience.
They are knowledgeable, friendly and experts they have done a fantastic job working on our taxes and our investments.
The quality above says it all: Good Quality, Good Value, Very Professional, Responsive.
We have used them for 10+ years for our very challenging return, over 30 states this year, and they always do an amazing Job.
Strada is good with reminders and offering great information, so I can arrive at our appointment prepared.
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