Strategic Wealth Designers is a trusted financial firm that operates as a fiduciary, offering a comprehensive range of financial services. With deep roots in the community, Strategic Wealth Designers has built its business by fostering close, personal connections with its clients. Their team comprises skilled financial advisors and retirement planners, enabling individuals and families to pursue their envisioned retirement lifestyle. The firm's mission is to simplify complex financial concepts, using clear language and straightforward ideas to assist clients in making optimal financial decisions for themselves and their loved ones. With a commitment to providing honest and ethical advice, Strategic Wealth Designers ensures the safety of their client's investments. They proudly serve the communities of Plainfield, Lexington, Indianapolis, and Mason. To schedule a consultation, reach out to them today.
3 Best Financial Services in Louisville, KY
Expert recommended Top 3 Financial Services in Louisville, Kentucky. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
STRATEGIC WEALTH DESIGNERS REVIEWS
Mother moved to Atlanta, GA after our Father passed. Thankfully her SWD Advisor Josh Smith professionally and personally handled her finances allowing for a very positive transition. They make it easy for Mother to contact her Advisor by phone or meet via zoom for updates on her accounts. As a fiduciary company SWD and her Advisor Mr. Smith only have Mother's best interests in mind. Their planning has allowed Mother at 88 years young to live comfortably in a beautiful independent living community. SWD's priorites in the correct investments have made Mother feel most confident in her future. Our Mother is happy, healthy, safe and financially able to live out her days which is very important to both her and us, her adult children.
I read a blog which had a list of questions to ask a financial advisor. I found it very useful, since there are so many individuals and firms out there with multiple options for what they can offer you. As someone with very little investing experience, the choices can be daunting. The blog helped me understand some of the terminology and ideas behind different investment opportunities, and helped clarify some information about fiduciaries. Recommended for those who are new to investing and need some guiding questions to get them started.
We have worked alongside Strategic Wealth Designers to help coordinate their events since 2008. We have had the pleasure of getting to know their entire team over the years and they are nothing short of exceptional. The attention to detail and care they put into all their educational events is top notch. It’s easy to see how much they want to help their clients and those who are nearing retirement.
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Accredited Wealth Management is one of the best Financial planners in Louisville, Kentucky. The Firm functions as a self-governing Registered Investment Advisor (RIA), offering comprehensive financial services beyond mere money management. The firm is a fee-only wealth management firm that prioritizes teamwork and stewardship, ensuring the provision of top-notch professionalism and personalized assistance. Their team of seasoned financial experts collaborates with you and your family to establish a tailored wealth plan and provides well-researched, customized, and proactive investment and planning solutions. Their holistic approach to wealth planning extends beyond mere monetary management, encompassing various aspects of your financial well-being.
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ACCREDITED WEALTH MANAGEMENT REVIEWS
The professionals at Accredited Wealth Management have given us the personal financial experience we have been looking for. They were able to provide customized meetings (both online and in person) to work into our busy schedules. When reviewing our retirement options, they allowed plenty of time to answer all of our questions. We highly recommend this firm.
Accrediated Wealth Management has been a god send to my wife and myself. Neither of us knew what we should do about financial investments and what was best for our retirement future. The team at ACM not only set us up with a successful investment plan but have developed a personal connection with regular details about our accounts and a trust we never felt with other firms. They are truly part of our family ! Thanks guys.
Would highly recommend the entire team at Accredited Wealth Management, first meeting with them was over a year ago I was introduced to the entire staff. The information and explanations they gave me was invaluable. After reviewing other companies, I decided to become a customer, that has been over 6 months ago, no regrets.
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Lamkin Wealth Management stands out as a premier financial services provider Located in Louisville. Their team comprises highly skilled professionals boasting extensive experience in the field; they are dedicated to addressing both your current needs and future requirements. Their expertise lies in collaborating with clients to create and oversee personalized financial plans and investment strategies that align with their lifestyle aspirations and objectives. Their values-based financial life planning strategy strives to improve your overall quality of life. They prioritize guiding you through the different financial stages you may encounter, taking the necessary time to attentively listen and comprehend your distinct needs and goals, and ultimately assisting you in crafting a comprehensive financial blueprint.
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LAMKIN WEALTH MANAGEMENT REVIEWS
Mark and his team have been the epitome of integrity, professionalism and expertise every step of the way. I cannot speak of them highly enough. In an industry that depends on client trust, Mark personifies what every wealth manager should strive for.
The entire staff is professional and very knowledgeable. All of my interactions have been friendly and positive. Following their advice and guidance has been most helpful in guiding the building of My retirement assets.
I have known Mark LAMKIN since he was in high school he is one of the most intelligent honest persons I’ve ever met. I started investing with Mark about 5 years ago and he has made me good money every year he is one of the brightest minds in wealth management.
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