About Us
At Stratela Financial Services our mission is to help our clients achieve their own unique goals through Wealth Creation, Wealth Management and Wealth Distribution. The named Stratela, is rooted in our belief that handling finances must be Strategic. We recognize that financial planning is a process, not a product. The process involves forming relationships, discovering your goals and developing a plan to meet those goals.
What we offer :
• Business Consulting Services
• Personal Financial Services
• Accounting Services
• Independent and Objective Advisory Services
• Exceptional, Courteous, Professional Service
• Classes, Workshops to increase Financial Literacy
Why Choose Us?
Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance and peace of mind to complicated matters.
We offer unbiased, objective advice to help our clients make important decisions. As an independent fee-based advisory firm, we act as a fiduciary and have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on our clients’ needs rather than our own. What is best for you is what becomes best for us.