Strategic Wealth Designers
500 North Hurstbourne Parkway, Louisville, Kentucky 40222
About the Strategic Wealth Designers
Strategic Wealth Designers is a finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky. We offer a range of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. Our team forms unique relationships with our clients to provide personalized financial planning services. We believe that everyone deserves a retirement that is tailored to their individual goals and dreams. Additionally, we offer resources such as the RPU Podcast, a finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us today to schedule your first meeting and let us help you achieve your financial goals.
Photos of Strategic Wealth Designers
500 N Hurstbourne Pkwy #120, Louisville, KY 40222, 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:
Closed
Sunday:
Closed
Reviews of Strategic Wealth Designers
"SWD friendliness and personal attention regarding your retirement is greatly appreciated. Nancy and James deserves kuddos and would highly recommend them for discussing/planning your retirement."
"I Was okay with their service until I wanted to have an appointment for a financial review of my account only. They wouldn't set one up for me unless my husband was included yet he had appointments without me on a regular basis. Needless to say, my accounts have been removed from their services."
"After seeing Strategic Wealth Designers on the local news discussing financial planning/retirement planning, we reached out and attended one of their information seminars. It was extremely informative and beneficial since my husband and I are planning for retirement. We were super impressed with the knowledge and candidness of the presenter, Dustin Stanley. We decided to the take the next step and engage SWD to manage our investments/retirement funds. We are in our 2nd year with SWD and greatly appreciate the time Dustin has taken to educate us and discuss various investment options and services. The office staff is super friendly and flexible on appointment times to accommodate our schedule. I highly recommend SWD for retirement planning services!"
"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!"
"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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