Strategic Wealth Investments, LLC - Knoxville, Tennessee

Strategic Wealth Investments, LLC is a reputable financial planning firm located at 338 Ebenezer Rd, Knoxville, TN 37923. Established with a mission to help individuals achieve their financial goals, the company has gained a strong presence in the region.

Specialties and Services

Financial planner is the primary focus of Strategic Wealth Investments, LLC. They offer personalized financial planning solutions tailored to each client's unique needs and objectives. The company's expertise spans various aspects of financial planning, including investment management, retirement planning, estate planning, and tax planning.

Accessibility and Contact Information

Strategic Wealth Investments, LLC is committed to providing a comfortable and accessible environment for all clients. The company features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. To schedule an appointment or discuss your financial needs, you can reach out to the team by phone at 57704151 or visit their website at strategicwealthplans.com.

Customer Reviews and Ratings

Strategic Wealth Investments, LLC has received positive feedback from its clients. The company has 4 reviews on Google My Business with an impressive average rating of 5/5. Clients appreciate the personalized attention, professional guidance, and effective strategies provided by the team at Strategic Wealth Investments, LLC.

Recommendation

If you are seeking a reliable and knowledgeable financial planning firm to help you navigate your financial journey, Strategic Wealth Investments, LLC is a outstanding choice. With their expertise in financial planning, commitment to accessibility, and excellent customer service, they have earned a stellar reputation in the industry.

We highly recommend reaching out to Strategic Wealth Investments, LLC to schedule an appointment and discuss your financial planning needs. Visit their website at strategicwealthplans.com or contact them directly at 57704151 to take the first step towards securing your financial future.

👍 Reviews of Strategic Wealth Investments, LLC

Brad F.

5/5

I've had the pleasure of knowing Patrick for an incredible 14 years, and it's safe to say he's not your typical financial advisor. In fact, I rank him a trusted friend.

Patrick has provided me with strategic financial advice over the years that has made a notable difference in my life. He's helped me make smart choices, plan for the future, and more. But what truly sets him apart is his genuine concern for others.

He doesn't treat me like acquaintance but more like a friend. He takes the time to understand my unique goals, worries, and dreams. It hasn't just about the numbers but about my well-being. His passion for helping people is truly inspiring.

I would highly recommend Patrick as an advisor to anyone interested. He's not just a professional; for me, he has been a caring, knowledgeable, and compassionate friend of 14 years.

Thanks Patrick!

Charla L.

5/5

My family has worked with several Financial Advisors and Patrick is by far the best Financial Advisor in Knoxville, TN. He is attentive to all of the details, listens well, and puts a plan on place for growth, managing the intricate details, as needed when the market changes. He is very responsive in a timely manner, either answering his phone or calling back/texting back within minutes. I would strongly recommend anyone to trust all of their investment needs with Strategic Wealth Investments in Knoxville.

Charles K.

5/5

I have been with Patrick for several years now. He has steered me clear of financial problems and given me straight advice about all of my finances - those he manages and even those investments outside of his accounts. My IRA has net me more under his management than at any other time, and both Patrick and his assistant Katherine are quick to respond to my calls and questions. It would not occur to me to go elsewhere for advice and help with my finances.

Justin F.

5/5