SW
Strategic Wealth Designers
Strategic Wealth Designers: Treuhänderische Beratung für eine selbstbewusste Ruhestandsplanung.
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Strategic Wealth Designers: Treuhänderische Beratung für eine selbstbewusste Ruhestandsplanung.
Strategic Wealth Designers in Louisville, KY, bietet treuhänderische Finanzberatung, um Kunden bei der Ruhestandsplanung und konservativen Anlagestrategien zu unterstützen. Bewertungen loben geduldige, klare Erklärungen, unerschütterliche Kundenorientierung und ein langjähriges Engagement für hohe Standards. An der Adresse 500 N Hurstbourne Pkwy #120 befindet sich SWD und betont maßgeschneiderte Strategien, die darauf ausgerichtet sind, die Ziele der Kunden zu schützen und weiterzuentwickeln.
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Personalisierte Strategien für IRA, 401(k) und andere Altersvorsorgekonten, um Ihre finanzielle Zukunft zu sichern.
Konservative, gebührenarme Anlageportfolios, die auf Ihre Risikotoleranz und Ziele zugeschnitten sind.
Umfassende Finanzplanung, einschließlich Nachlassplanung und steueroptimierter Strategien.
In Ihrem besten Interesse handeln, transparente Beratung und kein Verkaufsdruck.
Persönliche Einzelgespräche zur Besprechung Ihrer Ziele, Optionen und zur Erstellung maßgeschneiderter Finanzpläne.
Gesamtbewertung
Christine Rodrigue
I am very satisfied with Grant Sandberg looking forward to a long working relationship.
Justin Gouldy
My wife and I have been with SWD for close to three years now and we have had nothing but pleasant experiences with them. Dustin is fantastic and has always been patient with us as we feel like we can be pretty “extra” at times. Any questions or concerns that we may have about our accounts have always been answered or addressed in a timely manner. Highly recommend Strategic Wealth Designers!
Earl Johnson
We first met josh at a dinner with our friends he seemed very knowledgeable but more so he was more interested in letting us know that he was a fiduciary and interested in what our goals were rather than trying to sell just any product to accomplish a sales goal. The appointments were made and we discussed our situation and found as I suspicioned that we could have done better with my ira and 401 k so josh found us a well performing much safer investment with less fees with which we are very happy. Upon meeting during the COVID 19 pandemic, the office was extremely clean and we were the only ones present during our appointment time so josh gave us his full attention and asked enough questions to thoroughly understand what we wanted and needed. Having worked with several other financial advisors through the years I can honestly say that I highly recommend strategic. Wealth investments and specifically josh smith for those near the Lexington office. His coworkers that we dealt with were also accommodating as well. Great experience and good financial tools and investments!
Linda Shawler
I have been a client with Strategic Wealth Designers for over 10 years! They were a much smaller company when I first started and they're growing by leaps and bounds, but they still manage to maintain the same high standards they had in the beginning! This company seems to really value their clients and they show it! I have enjoyed working with Josh Smith the last couple years! I would recommend this company to anyone, especially if they are looking for a conservative investment to see them through their golden years!
Skip Fitch
Since we did research and decided to move our retirement portfolio to Strategic Wealth Designers, we couldn't be happier. From our first meeting with Matt, he gave us the confidence that we were making the right decision. He made my wife feel very comfortable in speaking about what our options were and what we would receive in return for going with his company. He explained things in a manner that she could better understand and she appreciated it. Even with all the issues surrounding the pandemic, we kept our faith in SWD and it has paid off. Although we did experience some loss at first, it was not very much and with the rebound that has already taken place we have covered it. This translates, at least in my opinion to the fact that SWD always has MY interests in mind and acted accordingly. I have recommended SWD to many of my friends and they are finally coming around to my point of view. I hope that the go with SWD as I hope this review will convince others that they are a great company to have on your side.
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