Providers we offer

Strategic Financial works with a variety of Providers to offer our Clients the best fit for their financial and insurance needs. The following is a partial list of the providers we offer.

Please click on a link below for additional information about a specific company, their products or economic outlook.  Additionally, you can login and view your individual account information.


Account Access:

Managed Account Access

OneView Account Access

Some Mutual Fund Companies:

American Funds

DWS Investments

Franklin Templeton

Ivy Funds

John Hancock

Lord Abbett

MFS Investments

Pioneer Investments

Putnam Investments

Some Variable Annuity Companies:


AXA Equitable

Delaware Life

Jackson National


Pacific Life



Some Life Insurance Companies:

American General


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.