Strategic Planning and Insurance Advisors
1501 Lower State Road, North Wales, PA 19454
About the Business
Strategic Planning and Insurance Advisors is a reputable finance and insurance agency located at 1501 Lower State Road in North Wales, Pennsylvania, United States. With a team of experienced advisors, we specialize in providing strategic financial planning and insurance solutions tailored to meet the unique needs of our clients. Whether you are looking to protect your assets, plan for the future, or navigate complex financial decisions, our dedicated team is here to help you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
Photos
Location & Phone number
1501 Lower State Rd Suite 110, North Wales, PA 19454, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
"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."
"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"
"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 )"
"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."
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