Here’s The Deal: Strategic Wealth Designers is an independent financial planning firm in Louisville, Kentucky. Matthew Dicken is the founder and CEO of the firm. He has been in the financial services industry since age 18 and has amassed a wealth of knowledge and resources to help clients and their families achieve financial freedom. He is passionate about providing the tools, resources, and education clients need to ensure the health and wealth of their families today, tomorrow, and for generations to come. Today, Matthew Dicken and his team proudly announce that they serve the financial needs of over 5,000 individuals and families nationwide. They've expanded from their original location in Louisville, Kentucky, to 11 states and nearly 20 markets. Valuing education, honesty, and real relationships extending far beyond their offices' walls, they get to know the people, places, passions, and even pets that stir their clients' hearts. This relational approach helps them empower clients to make informed decisions and identify strategies tailored to their unique circumstances.
3 Best Financial Services in Louisville, KY
Expert recommended Top 3 Financial Services in Louisville, Kentucky. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 STRATEGIC WEALTH DESIGNERS REVIEWS
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.
I have been with SWD since last fall. I have been very impressed with their knowledge and approach. Yes my account is down in this market environment but my losses are significantly less than those of my friends and colleagues. That is attributable to changes made when I transferred to SWD from another advisor. Keep up the good work.
My wife and I met with Dustin and their great staff to discuss our overall retirement plan, as well as immediate retirement for my wife. Dustin and Adele were professional, and very helpful with specific plan details, allowing my wife to successfully retire. The entire Louisville office staff are friendly and willing to help in anyway. I highly recommend them for financial and retirement needs. They have been great.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Accredited Wealth Management Louisville Financial Services Accredited Wealth Management Louisville Financial Services](https://threebestrated.com/images/AccreditedWealthManagement-Louisville-KY.jpeg)
Here’s The Deal: Accredited Wealth Management is one of the best Financial planners in Louisville, Kentucky. Steve Giacobbe is the Managing Partner and Chief Investment Officer of the firm. He is also a Founding Partner of Accredited Wealth Management, a Chartered Financial Analyst (CFA®), and a CERTIFIED FINANCIAL PLANNER professional (CFP®). He completed a BA in Economics at Washington and Lee University and an MBA in Finance at UNC Greensboro. He is a member of Kentuckiana's Financial Planning Association® (FPA®) and the CFA Society of Louisville. The team recognized that wealth is about so much more than just money. They are experienced and have a wide range of expertize to address the complex needs of wealth management. Their highly credentialed team is dedicated to offering exceptional services, advice, and comprehensive investment and wealth management solutions. Their objective is to provide their clients with a comprehensive solution covering the key wealth management areas. A tailored plan is developed that details their clients' current situation and a clear, understandable action plan.
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TOP 3 ACCREDITED WEALTH MANAGEMENT REVIEWS
Brad and Steve did an excellent job helping us plan for retirement. Their expertise in financial planning paid for the fee after the first visit! They were very easy to talk to and were able to give us sound financial advice while taking into account our specific retirement goals. I highly recommend them.
The team at AWM is absolutely fantastic! Not only are they professional and competent, they truly care about your financial goals. I couldn’t be happier than to have them as my financial advisors.
AWM takes the time to learn your needs, goals and expectations. Provides customized plan for each individual... highly recommend them.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Cerity Partners Louisville Financial Services Cerity Partners Louisville Financial Services](https://threebestrated.com/images/CerityPartners-Louisville-KY.jpeg)
Here’s The Deal: Cerity Partners is one of the leading Financial planners in Louisville. Their mission is to positively impact the financial well-being of their clients by delivering objective financial advice. They serve high-net-worth individuals and their families, businesses and employees, and nonprofit organizations. Their advice, comprehensive oversight, and fiduciary duties extend well beyond investments. They bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners, and investment professionals. This approach to advice and service, along with their private partnership business model, have made them one of the premier investment advisers in the country and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. They are unwavering in their commitment to putting clients first and minimizing conflicts of interest whenever possible. They act with integrity, authenticity, and purpose to be stewards and advisors for their clients and colleagues.
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TOP 3 CERITY PARTNERS REVIEWS
After years of trying to find the right financial planner we came across ARGI and feel so happy that we did! My husband works for a large engineering company and I am a small business owner so we come to the table with two totally different backgrounds. Yesterday was our second meeting with Joe Tichenor and Austin Jones and we couldn't be more impressed by our experience. They found a way to take our two different personality types and create a plan that felt right for where we are now and for where we plan to be in the future. We walked out feeling educated and confident in our financial path. We trust and admire the folks at ARGI and would recommend them to all of our friends.
ARGI has helped me transition from working full time to now being fully retired. The ARGI staff is knowledgeable, responsive and dedicated to helping me achieve my goals- Thank you.
ARGI has helped me transition from working full time to now being fully retired. The ARGI staff is knowledgeable, responsive and dedicated to helping me achieve my goals- Thank you!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.