Strategic Wealth Designers is a fiduciary firm providing a wide variety of financial services. Strategic Wealth Designers is a financial services firm rooted in the community and has developed its business by creating close, personal relationships with its clients. Their team of financial advisors and retirement planners allows individuals and families to pursue their ideal retirement. Their goal is to distill complex financial concepts into simple ideas and language to help clients make the best financial decisions for themselves and their families. Strategic Wealth Designers delivers their clients honest and ethical advice while maintaining their investments' safety. They serve in Plainfield, Lexington, Indianapolis, and Mason. Contact them to schedule a consultation.
Best Financial Services in Louisville
Handpicked 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. You deserve only the best!
STRATEGIC WEALTH DESIGNERS REVIEWS
I was introduced to Strategic Wealth Designers a little over a year ago & started watching their weekly videos. I learned so much from them & loved what they had to say. The very best part of SWD is as a fiduciary firm they truly care about their clients & make strategic recommendations with no commissions or trading fees. I work with Rob De Lessio who is the best financial planner I’ve ever worked with. He and his team carefully craft investment strategies for me as I inch closer to retirement. Their staff including Nancy Barnes are top notch and the best in the industry.
As a younger working professional it helps to find video breakdowns on investment strategies and none are more clear and concise than SWD’s. Jordan’s breakdown video of investing options with $10,000 was great and I will definitely be exploring the dollar-cost averaging methodology to maximize returns on index funds. Great video and worth subscribing!
As someone new to the investment world, the Strategic Wealth Designers blog has been very helpful for me. There is a lot of practical content that anyone can digest. I feel I am ready to find an advisor without starting off completely in the dark. Looking forward to building a relationship with SWD!
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.
Accredited Wealth Management is an independent Registered Investment Advisor (RIA). As a Louisville-based, fee-only wealth management firm, they offer more than just money management. Their culture of teamwork and stewardship helps them deliver the highest level of professionalism and personal service. Their highly-experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed, and proactively delivered investment and planning solutions. They provide integrated wealth planning that encompasses more than just managing your money.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ACCREDITED WEALTH MANAGEMENT REVIEWS
I cannot speak highly enough about Steve Giacobbe and his team. Steve earned my trust during our very first conversation 5 years ago and I now consider him as part of my inner circle of advisors--someone whose advice and expertise I count on for financial decision-making. Steve brings a wealth of knowledge, experience, and thought leadership to bear on his client relationships. Add to that he's a genuinely kind person and an excellent communicator. You can't ask for a better combination of skills in your financial advisor. Hire him and you'll never look back.
Accredited Wealth Management provides excellent investment and retirement advice. Steve Giaocobbe and Sean Clark and their team of asset management specialists are true professionals. The individualized wealth management service they have provided my family has been consistently amazing. AWM is a remarkable combination of trustworthiness and knowledge. Highly recommended!
I have been a client of AWM since 2008. I have been happy with their management of my accounts. They listen and are responsive. I have full confidence in their integrity and competence. I am more than pleased with my returns. I trust them and find them easy and pleasant to deal with.
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.
ARGI Financial Group is one of the financial firms in Louisville. ARGI works with many big and small organizations, including several fortune five-hundred companies, providing executive planning and employee education. Their advisors can provide objective advice and recommendations based solely on your or your company’s best interests. ARGI offers a range of corporate services that help businesses go above and beyond standard benefits. They offer wealth preservation, corporate benefit services, compensation planning, and payroll coordination. ARGI commits to employees by providing opportunities for long-term professional and personal growth. The company strives to provide ongoing educational workshops and fun community events for its clients and guests. They regularly review and improve their communication process so their clients can receive the best service from them. The firm also serves in Grand Rapids, Cincinnati, Indianapolis, Elizabethtown, and Lexington.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ARGI FINANCIAL GROUP 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.
I absolutely LOVE working with ARGI! Our accountant Troy Hawkins is always so helpful, quick to respond to emails, even if we have to schedule something to talk more later. The staff at the office when I show up are ALWAYS so cheerful and welcoming. I don't know everyone's name, but I always leave smiling and happy. They make me feel at ease to ask questions. The tax preparation process could not be more painless. The instructions we are provided on what needs to be done after they finish the paperwork is detailed, easy to follow and top notch service! I will recommend ARGI to every business I can because I truly appreciate their service and their hard work. I never feel dumb for asking a question and they are always happy to help. Thank you guys!!
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.