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SMG SafeHarbor Management Group

4.9
  • Financial Advising
  • Kalamazoo, MI

About this business

FinanceFinancial Advising

Location details

6964 W Q Ave, Kalamazoo, MI, 49009, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 4:00 p.m.
Tue8:00 a.m. to 4:00 p.m.
Wed8:00 a.m. to 4:00 p.m.
Thu8:00 a.m. to 4:00 p.m.
FriClosed
SatClosed
SunClosed
4.910 reviews
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T Elsen's profile image
T Elsen 
4 months ago

Joe and his team have been an excellent resource for my wife and I as we navigated both the Marketplace Healthcare process and preparation for Medicare. His service level is Top Notch and his program recommendations have proven invaluable. 

Bill Kraus's profile image
Bill Kraus 
4 months ago

SMG Safe Harbor Management Group did an outstanding job helping reduce healthcare costs for my 85-year-old mother. Joe Garcia was both professional and thorough, clearly explaining the pros and cons of each supplemental healthcare option available. As a fiduciary specializing in financial and healthcare planning, the SMG team demonstrated expertise and genuine care throughout the process. In just one hour, Joe and his team were able to get my mother approved for a new supplemental healthcare plan that reduced her annual cos... read more

Gary Baker's profile image
Gary Baker 
a year ago

Joe Garcia walked me through a review of my insurance coverage, and was able to save me a substantial amount of premium cost. This was a great experience and well worthwhile. I highly recommend SMG Safe Harbor Management Group and Joe Garcia to handle my senior insurance needs. Gary Baker 

Scott Price's profile image
Scott Price 
a year ago

Being a retired orthopedic surgeon I often saw how difficult it was for patients to navigate the transition to Medicare. Once it was time for me to switch to Medicare I realized how important it was to have the guidance and expertise of an independent broker such as Joe and Jessica Garcia. They truly take the time to get to know their clients and understand their needs regarding healthcare. They carefully explain the choices and potential benefits of the Medicare plans that are available and then tailor health coverage that ... read more

Jenny Eversole's profile image
Jenny Eversole 
2 months ago

Great company, highly recommend. 

Frequently asked questions about SMG SafeHarbor Management Group

How is SMG SafeHarbor Management Group rated?

SMG SafeHarbor Management Group has a 4.9 star rating with 10 reviews. 

When is SMG SafeHarbor Management Group open?

SMG SafeHarbor Management Group is closed now. It will open on Monday at 8:00 a.m.