Strategic Planning and Insurance Advisors - North Wales, Pennsylvania

Address: 1501 Lower State Rd Suite 110, North Wales, PA 19454.
Phone: 2675712131.
Website: strategicinsgrp.com.
Specialties: -.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

Location of Strategic Planning and Insurance Advisors

2675712131

Strategic Planning and Insurance Advisors is a professional financial services company located at Address: 1501 Lower State Rd Suite 110, North Wales, PA 19454. They can be reached at Phone: 2675712131 or through their website: Website: strategicinsgrp.com.

This company specializes in Specialties: providing financial guidance and insurance solutions to individuals and businesses. They have a team of experienced advisors who can help you navigate the complex world of finance and insurance. With their expertise, you can make informed decisions that will protect your financial future.

Strategic Planning and Insurance Advisors is committed to accessibility, with a wheelchair-accessible entrance and parking lot available for all clients. They have received many positive reviews from satisfied customers, with a Average opinion: 5/5 based on 39 reviews on Google My Business.

When researching financial services companies, it's important to consider several factors. You should look for a company with a solid reputation, a team of experienced advisors, and a commitment to accessibility. Strategic Planning and Insurance Advisors checks all of these boxes and more.

If you're looking for financial guidance or insurance solutions, you can't go wrong with Strategic Planning and Insurance Advisors. Their expertise and commitment to customer service make them an excellent choice for anyone seeking to protect their financial future.

Reviews of Strategic Planning and Insurance Advisors

Strategic Planning and Insurance Advisors - North Wales, Pennsylvania

K B

5/5

Great service & very knowledgeable!!

We worked with Kim in getting pricing for our Homeowners, Auto & Trailer renewal. She saved us over $800!! She walked us threw every policy and answered any questions we had!! Would HIGHLY recommend contacting her for your insurance needs!

Irfan Ahsan

5/5

I had the pleasure of working with Kimberly McLaughlin from Strategic Planning & Insurance Advisors, LLC, and I couldn't be more thrilled with her service. Kimberly has been a lifesaver in helping me navigate the complex insurance world.

Kimberly's dedication to finding the best insurance options for me is remarkable. She takes the time to thoroughly research and present me with choices tailored to my specific needs and budget. Her commitment to delivering top-notch service is evident in every interaction with her.

One of the things I truly appreciate about Kimberly is her accessibility. She's always available to discuss any questions or concerns I may have. What's even better is that she's more than willing to make modifications to my insurance plans as my circumstances change. Her flexibility and willingness to adapt to my evolving needs have made her invaluable.

Kimberly takes ownership of her work in a truly exceptional way. I can trust her to handle my insurance needs with professionalism and attention to detail. Her thoroughness and dedication to getting the job done right have left a lasting impression on me.

Beyond her professional qualities, Kimberly is a delight to work with. Her friendly and approachable demeanor makes every interaction enjoyable, and she goes above and beyond to ensure that I feel comfortable and informed throughout the process.

In summary, I wholeheartedly recommend Kimberly McLaughlin as a personal insurance agent. Her dedication, expertise and genuine commitment to clients make her stand out in the industry. I am incredibly grateful for her assistance and wouldn't hesitate to work with her again. Thank you, Kimberly, for making the insurance world so much more manageable and being an absolute pleasure to work with!

Kelvin B

5/5

Kim from Strategic Planning and Insurance is simply awesome. She got me great rates on my home and auto policy, but more importantly she is only a phone call away anytime I need her. ( Answered my call on a Saturday so I could purchase insurance for a car I had just bought )

heather Fox

5/5

Kim was recommended to me when my home owner went up Again. She was so helpful and nice and listened to everything I had to say to help me find the products that worked best for me. I didn't know insurance brokers were a thing, but now I'm going to tell everyone I know about Kim.

Bill Jacot

5/5

I recommend Strategic Planning and Insurance advisors to anyone that is looking for quality service! Their goal is to fit you with the right Company the first time. Not only price but coverage! They do a Great Job!

John Peralta

5/5

Kim and her company was recommended by a close friend of mine. She was able to save him money and offer exactly what his family was looking for. My wife and I had the exact same experience. We pay less for our insurance that offers better coverage. I cannot praise Kim enough, she's a pleasure to talk to and she's the best at her job! You will not find anyone more dedicated to your needs. I will never use anybody else. Thank you Kim!

Jay Dave

5/5

Kim is an exceptional insurance agent. She pays great attention to details, takes the time to go thru all of her insurance products and guides her clients to make an informed decision. She even provides a road map to further optimize your insurance options. We have been thoroughly pleased with her service and would recommend her to anyone looking for a competent insurance agent.

david barats

5/5

We have had the pleasure of working with Kim M for the last few years. And she has been nothing but more than great with always being so helpful and attentive of our needs for our vehicles & she always makes sure we have the best and most affordable rates!! We’d definitely and so recommend her to every and anyone that’s asks us about insurance !! You’ll never be disappointed