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Business Profile

Retirement Planning Services

Strategic Wealth Designers

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BBB Accredited BusinessA+Rated by BBB

Reviews

This profile includes reviews for Strategic Wealth Designers's headquarters and its corporate-owned locations. To view all corporate locations, see

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Strategic Wealth Designers has 19 locations, listed below.

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    Customer Review Ratings

    4.48

    Average of 40 Customer Reviews

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    Review Details

    • Keith W

      Date: 06/07/2023

      We have been a part of Strategic Wealth for a bit over 2 Years and have found their system to be helpful. We were bounced around a bit with representatives at the beginning, but I think that was due to the growth of the company. We now have a representative that is assigned to our account and it makes it much easier
      One benefit that SWD offers is help with Medicare enrollment. Jennifer L****** is the person who is handling this benefit and we found her to be very knowledgeable and helpful. Whenever we had questions she was always available to respond
      Thanks Jennifer ??

    • john p

      Date: 05/31/2023

      Jennifer L. helped us navigate the Medicare labyrinth. Helped us get Part A & B and an affordable medigap plan. it was good working with her.
      John & Bonnie

    • Barb C

      Date: 05/12/2023

      I found this to be:
      Completely dis-organized company. I had an initial consult and they recorded my whole financial portfolio and would not send me any documents that they reviewed with me.
      They say they are a "fiduciary" but they are not! They are a broker just like what you have now.
      They have only one goal, to get you to send them your retirement portfolio.
      Do not trust them and ask for no recordings and I want the documents I sent them removed. This guy tried to be my friend but he was not. He did not share the results they promised me.
      it's a total scam. they want old people to give them access to their hard earned savings,
      DON'T DO IT.
      Going to contact the university that sponsored this and tell them so they don't get more people to think this is informative, when they just want you to "trust" them and send them all your money.

    • Kevin G

      Date: 04/27/2023

      Working with the team at Strategic Wealth Designers has been a wonderful experience so far, helping us with a plan where we can retire soon and know that our life style won't change much. And what a great extra benefit of professionals like Jennifer L. who helped with saving us money on our Medicare plans. Thanks to Brad Gaines & all the staff for all you're doing to make sure we understand each step of the process and we look forward to being part of the SWD family now and in the future.

    • Kerry B

      Date: 03/15/2023

      Jennifer L. was very helpful in guiding me in the selection of my Medicare options. It all seemed rather daunting at first, but she explained everything and was very patient answering all my questions. She was always available and very knowledgeable. She made the transition to retirement seamless and I would recommend her to anyone.

    • Tim & Kerry B

      Date: 03/15/2023

      Jennifer L. was very helpful in helping us get signed up with Medicare. She explained our options clearly and she was very patient with us. We ended up going with original Medicare (not Advantage). She helped us choose our Part D (Drugs) & Medigap coverage, and we got a simple Dental, Vision, Hearing plan. She made the transition process very smooth and seamless. Thanks for your help Jennifer.

    • Martha & Rob W

      Date: 02/23/2023

      My wife and I have been with SWD for a little over a year. We were lost when it came to planning for our retirement and needed direction. They have all been fantastic. In our meetings with Michael R. and Cameron W. they made us feel very at ease. They went into detail about our investments and what would work best for us. They were very transparent and didn't try to sugar coat anything. They made us feel like they were truly a partner and they were with us for the long haul. Jennifer L. was extremely helpful in helping us navigate the Medicare maze. She explained our options clearly and she was very patient with us. She made it very smooth and seamless. The Retirement/Social Security/Medicare adventure can be quite imposing. Everyone at SWD has made our transition into retirement less stressful than we had thought it would be. We would highly recommend SWD to anyone! Thank you SWD for your guidance.

    • Nick & Kathy S

      Date: 02/17/2023

      My wife and I have been with SWD for about 1 year.
      One of the elements that initially attracted us to this wealth management firm was the category experts approach. We been very impressed with the 3 individuals we have worked with : Jake on income analysis..........Josh on tax planning/ analysis ........and Jennifer on Medicare enrollment.
      All have demonstrated their expertise in more ways than we could count.
      A quick shout out to Jennifer on how easy she has made my wife's enrollment into the Medicare program. We have heard many nightmares from our friends on how confusing Medicare enrollment can be but Jennifer made the entire process simple and stress free.
      Thanks SWD !

    • Mario T

      Date: 12/13/2022

      Absolutely amazing!! We were struggling with establishing our care coverage. Jennifer was so helpful assisting us in navigating what can be a very confusing system. Jennifer was attentive and knowledgeable. We are so lucky to have had Jennifer in our corner!!
      Thank You Jennifer!!!! Strategic Wealth Designers, thank you!!

    • Jennifer K.

      Date: 10/11/2022

      Jennifer ****** was so helpful in helping us to navigate the transition to Medicare process! It can be a bit overwhelming but with her help we felt at ease. Thank you Jennifer and thank you Strategic Wealth Designers!!!!

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