Strategic Wealth Designers

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.

What a great experience working with the Strategic Wealth team. The team in the Cincinnati office showed us where we were over spending in fees and services with the other investment corporation and Strategic Wealth showed us how they could not only reduce our fees and cost but also strategically improve on our long range goals with our financial investments. The things that have been important to us are the way they keep us informed on what decisions they are making for us and the way they work with us when I request information on our accounts.

After several years of trying to make all the decisions relating to savings and retirement planning for my wife and myself, I lately have seen the need to get some help. Strategic Wealth Designers has been just what the doctor ordered in our case. Though we don't have a substantial amount of assets, they have taken our concerns seriously, patiently responded to our questions, and even reached out to us to make recommendations for things we hadn't previously discussed or considered. I offer my hearty endorsement of Josh Smith and others in the firm with whom we've met or chatted. These are crazy times and the market can be brutal. It's a matter of no small comfort that there is someone who has your back and is capable of navigating through it.