Our Firm

After a successful corporate career, Charlotte A. Mullen, a Certified Financial Planner, established Strategic Financial Advisory Services in 1986. 

Strategic Financial Advisory Services offers planning services that can build wealth, eliminate debt, provide proper asset allocation and help in setting short and long-term financial goals.

Think of us as a member of the family. Unlike corporate investment professionals, we're a small hands-on financial planning boutique so you won't get lost in the crowd. We offer extremely personalized services often to several generations of the same family.  And unlike other firms, we have “no products to push.” We're independent and can provide a plan that is specific to your needs and financial situation.

Strategic Financial also provides property management for clients with investment real estate and assists clients with estate planning. 

With clients in several states, the company is headquartered in the Chicago area with offices also in Clearwater, Florida.  Strategic Financial's office is at 500 Park Blvd., Suite 1440 in Itasca. For further information call (630) 250-9990.

Strategic Financial Advisory Services Broker/Dealer is J.W. Cole Financial Inc, a firm with 10 years experience analyzing investment products. Strategic Financial Advisory Services and J.W. Cole Financial Inc are unaffiliatedcompanies.

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