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Strategic Wealth Designers
2716 Old Rosebud Road, Lexington, Kentucky, United States
About the Strategic Wealth Designers
Strategic Wealth Designers is a finance institution located at 2716 Old Rosebud Road in Lexington, Kentucky, United States. They offer a variety of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. The team at Strategic Wealth Designers strives to form unique relationships with their clients in order to provide personalized financial planning services. They also offer resources such as a finance blog, RPU podcast, secure file uploads, client logins, and the Taste of Retirement® program. Contact them at 859.207.1501 to schedule a meeting and start planning for a retirement that's different.
Photos of Strategic Wealth Designers
2716 Old Rosebud Rd UNIT 180, Lexington, KY 40509, 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
"The staff at SWD have exceeded my expectations and I highly recommend them to handle your financial planning. I was with a national advisor firm with offices in New York, but I switched to SWD because they had local offices and I was able to meet with someone face-to-face. I have attended many of their regular scheduled informational events (catered) where I have learned the what's and why's of financial planning and then given the opportunity to meet one-on-one with a specialist making sure I am best prepared for my retirement years. I made a great decision when I switched to Strategic Wealth Designers."
"What a great experience working with the Strategic Wealth team. The team in the Cincinnati office showed us where we were over spending in fees and services with the other investment corporation and Strategic Wealth showed us how they could not only reduce our fees and cost but also strategically improve on our long range goals with our financial investments. The things that have been important to us are the way they keep us informed on what decisions they are making for us and the way they work with us when I request information on our accounts."
"SWD has been what I have needed for my long term (and some short term) money management. Frequent updates on account status, reasonable recommendations with a clear path forward...and all with a very flexible schedule to meet one-on one. My most recent example...Rob called me and asked if I had any questions about how my account was doing. Now I don’t have what I would consider “big money” with them, but when I asked if he could meet me on a Saturday morning...and he said yes...I was most impressed. We met and I was the only client in the place. That is what I call service. We spent 45’ or an hour talking things over and I left with confidence all was good. Solid plan moving forward and I had no concerns about the ability to retire both when I wanted with resources needed."
"After several years of trying to make all the decisions relating to savings and retirement planning for my wife and myself, I lately have seen the need to get some help. Strategic Wealth Designers has been just what the doctor ordered in our case. Though we don't have a substantial amount of assets, they have taken our concerns seriously, patiently responded to our questions, and even reached out to us to make recommendations for things we hadn't previously discussed or considered. I offer my hearty endorsement of Josh Smith and others in the firm with whom we've met or chatted. These are crazy times and the market can be brutal. It's a matter of no small comfort that there is someone who has your back and is capable of navigating through it."
"Working with Thomas has been great. I felt comfortable here, and felt that SWD had my best interests in mind."
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