Insurance Agent
340 Town Plaza Avenue, Nocatee
Insurance AgentNocatee 4.5 (15)
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Insurance Agent in Nocatee, FL
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Claim this listing4.5 on Google from 15 reviews · Read on Google
Recent Google reviews
Sam and his staff, Paul, Jake, and others have been a tremendous help to my wife and I when I semi-retired in May of 2024. Sam has always gone above and beyond the call of duty in answering all questions I have had with market concerns, income, and budget issues I have faced since that time. He has provided me with YouTube videos, Zoom calls with lessons, and taken time out of his day to teach me things about the "power of investing". I am grateful to Sam & company for their help in the financial aspect of our lives. I highly recommend anyone looking for a great company to help them be at ease in their retirement quest consider consulting with Stratton & Company. You will not be disappointed!!
I want this to be known that I joined Stratton and Company ,going on a year with the help I didn`t know I needed. I have enjoyed all the seminar meetings, the advice, the help and recommendations. The people there are fabulous with customer service. Eric Stratton (President ) takes the time to over see and without the team at this point in my life I now depend on a strong reliable team, they are here for me at moments notice. Its a great feeling walking in to Stratton and Company and be greeted ,called by name by Mila Farfan, Marena Manning,Cindy Collins. Cant forget Amy too ! There are others behind the scene along with Sam Magdalein Founding partner, Investment advisor representative and Jake Blair Lead Strategic Analyst. I also want to point out Paul Groeschel -Johnson, my personal Paraplanner and many titles has gone over the top ,along with countless hours spent with me. This young man that I highly admire and now look upon things done is OVER THE TOP ! Paul indeed is a great friend. He surly is perfection. I don`t know what I would do without him. Stratton and Company landed with a touch down hiring Paul. I could go on and on ,lastly they are dog friendly lovers and welcome my dogs Behr and Tasha ! Wally Outten Saint Augustine , Florida
Great group of caring, knowledgeable individuals who are committed to helping retirees transition in their golden years. Thank you Eric and the team!!!
Found Stratton Financial in search of professional help to restructure our retirement. Thought I was on right track but wanted a review to confirm & point out weaknesses. My experience was no pressure, no hurry, given options & reasons I might want to change some things. I am fortunate to find them. I am comfortable my wife & I can relax & enjoy our retirement. I am not wealthy, but we saved, invested, & prepared for this time. Now we are enjoying it. For us, Stratton was a home run.
I was so impressed with this firm. Sam Madelaine and Arielle King were informative, patient, and clearly shared, explained and took the time needed to share what I needed to know after my mother's death. Great direction and advice, it was a welcoming place in a stressful time. I even had cookies on my way out - highly recommend this firm for estate needs (cookies notwithstanding!) Thanks again, G. A. Blount
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