Strategic Wealth Designers - Louisville, Kentucky

Skip F.

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.

Pam A.

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!

Justin G.

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!

Linda S.

I have been a client with Strategic Wealth Designers for over 10 years! They were a much smaller company when I first started and they're growing by leaps and bounds, but they still manage to maintain the same high standards they had in the beginning! This company seems to really value their clients and they show it! I have enjoyed working with Josh Smith the last couple years! I would recommend this company to anyone, especially if they are looking for a conservative investment to see them through their golden years!

Earl J.

We first met josh at a dinner with our friends he seemed very knowledgeable but more so he was more interested in letting us know that he was a fiduciary and interested in what our goals were rather than trying to sell just any product to accomplish a sales goal. The appointments were made and we discussed our situation and found as I suspicioned that we could have done better with my ira and 401 k so josh found us a well performing much safer investment with less fees with which we are very happy. Upon meeting during the COVID 19 pandemic, the office was extremely clean and we were the only ones present during our appointment time so josh gave us his full attention and asked enough questions to thoroughly understand what we wanted and needed. Having worked with several other financial advisors through the years I can honestly say that I highly recommend strategic. Wealth investments and specifically josh smith for those near the Lexington office. His coworkers that we dealt with were also accommodating as well. Great experience and good financial tools and investments!

ted R.

I was previously with another Financial Advisor and was very disappointed. I was looking for another option and attended a presentation presented by SWD about 4 years ago. They have been the perfect partner for our retirement needs and we are really pleased with the service, planning and protection given to our financial portfolio. Dustin Stanley has been a fantastic advisor and I would strongly recommend Strategic Wealth Designers for your financial needs.

David O.

I have been with Strategic Wealth Designers for 5 years now. They have always helped me make good financial decisions about my retirement planning. They really care about their clients and want to see them succeed in their retirement journey. I would highly recommend anyone getting close to retirement age to contact them and let them give you a second look at what you are doing for your retirement plan. They may be able to help guide you. If they can't tbey will be up front with you and let you know that as well.

David O'Connor

Terry B.

I went to one of the dinners hosted by SWD just to get an idea of what they were offering. After the presentation, I decided to sign up for a session to see how they could help me organize for my retirement. After an in person meeting, I felt like I had enough information to reorganize my investments. They were easy to work with, and provided information every step of the way. I've been happy with their advice and have called on them for a few questions and found my answers quickly.