5 Star Review By Tom Riley
The staff at SWD have exceeded my expectations and I highly recommend them to handle your financial planning. I was with a national advisor firm with offices in New York, but I switched to SWD because they had local offices and I was able to meet with someone face-to-face. I have attended many of their regular scheduled informational events (catered) where I have learned the what's and why's of financial planning and then given the opportunity to meet one-on-one with a specialist making sure I am best prepared for my retirement years. I made a great decision when I switched to Strategic Wealth Designers.