Strategic Tax and Retirement - Rochester, Minnesota

Strategic Tax and Retirement is a reputable financial planning company located at Address: 2434 Superior Dr NW # 101, Rochester, MN 55901. They can be reached at Phone: 5072883636. Their website, Website: strategictr.com, provides valuable information about their services and team.

The company specializes in financial planning, corporate office, and tax preparation, making them a versatile choice for individuals and businesses seeking expert financial guidance. With a strong focus on taxes, Strategic Tax and Retirement helps clients navigate the complexities of tax laws, ensuring compliance and maximizing deductions.

Some notable features of Strategic Tax and Retirement include a wheelchair-accessible entrance, wheelchair-accessible parking lot, and wheelchair-accessible restrooms, making the location easily accessible for all clients. An appointment is required for visits, and appointments are recommended to ensure a dedicated time slot for each client's needs.

Strategic Tax and Retirement has received stellar reviews, with a average opinion: 5/5 based on 15 reviews on Google My Business. This high rating reflects the company's commitment to providing exceptional service and tailored financial strategies.

Reviews of Strategic Tax and Retirement

Melinda Coscarelli, PhD

5/5

They are able to look at the big picture of all my finances, whereas most firms only look at one aspect. This is very beneficial and saves a lot of money when it comes to tax time and also helps with investing! Brilliant! I’m so glad I found them!

Jim Lutes

5/5

I've been working with Greg and his team for a few years now. Very knowledgeable and extremely helpful. Top notch group of people!

jeannie milde

5/5

Thankyou for your patience and expertise in the complex world of finance with guiding direction in improving my retirement investments. it was really a pleasure working with you.

Chuck Leone

5/5

I always appreciate Rick or Garrett getting back to me in record time and all issues. Great people to work with.

Jackie Boespflug

5/5

The staff are always friendly and welcoming. I love that I have the option of just being able to drop my taxes off and they are always done the same day.

Dan Messner

5/5

Everyone that I have worked with here has always been super helpful and great at responding to any questions I have.

Michael Quinones

5/5

Great team and always prompt to answer or return calls with questions. Definitely would recommend!

Ellie Messner

5/5

This is a good financial firm. Everyone here is very professional and helpful!