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Strategic Wealth Designers
9025 River Road, Indianapolis, Indiana, United States
About the Strategic Wealth Designers
Strategic Wealth Designers is a finance institution located at 9025 River Road in Indianapolis, Indiana. Our team is dedicated to forming unique relationships with our clients and providing financial planning services that are tailored to their individual goals and dreams. We offer a range of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. Additionally, we provide resources such as the RPU Podcast, a finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us at 317.644.0876 to schedule a meeting and begin planning for a retirement that is truly different.
Photos of Strategic Wealth Designers
9025 River Rd Ste 120, Indianapolis, IN 46240, United States
Opening hours of Strategic Wealth Designers
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Strategic Wealth Designers
"Jordan Schwartz, with Strategic Wealth Designers (SWD) has been a financial advisor to me for over 2-1/2 years. I am very happy with the service that SWD has provided. Jordan has been great! He has been very professional and responsive. He has always been available to discuss my portfolio and answer questions that I may have. I like the fact that SWD does not use a "cookie cutter" strategy when managing my portfolio, but tailors it to my specific needs, risk tolerance and time frame. I also have been happy with the rate of return of my portfolio with SWD."
"We first heard about Strategic Wealth Designers via a flyer in the mail, inviting us to a free dinner and one-hour presentation explaining the services and history of their company, as well as their investing strategies. We really weren’t looking to make any moves or decisions right away, but thought it might be interesting and useful to see what we could learn. After sitting through their presentation, we scheduled a sit-down with Mike Reeves to share and discuss our current financial situation, as well as our goals were for retirement. Mike listened intently, took several notes, and invited us to come back in a couple of weeks to discuss how he could help us. Within a few weeks, we made the decision to join Strategic Wealth Designers and allow them to help us protect our money and invest for our financial future. It’s been nearly a year now, and we’re very happy with the service, professionalism, and availability of Mike/Strategic Wealth Designers any time we have a question, concern, or just want to chat for a couple of minutes to put our minds at ease. We would recommend them to anyone who needs help managing their investments and planning for their financial future."
"My wife and I have been with Strategic Wealth Designers for about a year. We really appreciated their openness and willingness to spend the time necessary to explain their philosophy and methodology, as well as listening and understanding our specific needs and desires for our financial future. Mike Reeves has been wonderful to work with, and has always been readily available to discuss the financial climate, our investments, or just to answer a question. We look forward to continuing our relationship with Strategic Wealth Designers for our investing and financial planning needs."
"Jordan and Mike at Strategic Wealth Design are awesome fiduciaries! They were able to help plan and support my wife and my retirement goals! We had lots of different small accounts which Jordan and Mike were able to consolidate and help us plan for our financial risk-free, assert maximizing retirement! We are so thankful for their help!"
"I would highly recommend the services of strategic wealth. After, a few meetings with Mike our mind was set to move our investments to strategic wealth. Very, professional & knowledgeable in the investing field. Mike, has always been there to answer all our questions and address our concerns. The, transition was quick from our previous investor(s). We, have had much success in building and growing our portfolio in a short time. Very, happy with Strategic Wealth."
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