Strategic Wealth Designers’s earns a 1.0-star rating from 3 reviews, showing that the majority of clients are dissatisfied with financial planning services.
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Customer service
After listing to the financial advisers, I felt strategic wealth designers was right for me. However, I did not receive some information during a conference call as I was told I would, and I was upset. So, I tried to call my financial adviser, where I was told he was booked and I would have to make an appointment to speak to him. Which is not a good sign when you need to talk to someone about a problem. I then sent an email to my financial adviser, and he replied that he was in meetings all day and could not get back to me. So, I sent an email letting him know I was not happy. On monday, I received a phone call telling me that strategic wealth felt that I was not going to be a good fit for them. The bottom line, I now have to start all over in trying to find a new financial adviser. So be warned, if you disagree with strategic wealth, you run the risk of being dropped with no notice. In my opinion, this is not a good business attribute, which tells me they are not committed to working with you in the good times as well as the bad time.
jason vander pol giving financial advice and he has bankruptcy issues
Mr. Vander Pol has no credibility in giving financial advice. He had Bankruptcy Issues that totaled $89, 824.38. This information is PUBLIC COURT RECORD and is unaltered. 12-30137-jal "Jason Vander Pol" Case type: bk Chapter: 7 Asset: No Vol: v Judge: Joan A. Lloyd Date filed: 01/13/2012 Date of last filing: 06/11/2012 Debtor discharged: 04/17/2012 Date...
my retirement - dustin stanley bankrupt
Dustin Stanley of Strategic Wealth Designers has been trying to get me to become a client of his. I almost jumped on board with him until I did some research and found out that he has a Chapter 7 Bankruptcy on his public court record. A Financial Advisor and part owner of the firm has Bankruptcy issues. How is he even allowed to give advice on folk...
Is Strategic Wealth Designers Legit?
Strategic Wealth Designers earns a trustworthiness rating of 91%
Highly recommended, but caution will not hurt.
We found clear and detailed contact information for Strategic Wealth Designers. The company provides a physical address, phone number, and 2 emails, as well as 4 social media accounts. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers.
Strategic Wealth Designers has claimed the domain name for swdgroup.com for a long time, which suggests that the website is established and has a history of being in operation. This is a positive sign, as it indicates that the website has been around for a while and may have a reputation to maintain.
Swdgroup.com has a valid SSL certificate, which indicates that the website is secure and trustworthy. Look for the padlock icon in the browser and the "https" prefix in the URL to confirm that the website is using SSL.
Swdgroup.com has been deemed safe to visit, as it is protected by a cloud-based cybersecurity solution that uses the Domain Name System (DNS) to help protect networks from online threats.
Several positive reviews for Strategic Wealth Designers have been found on various review sites. While this may be a good sign, it is important to approach these reviews with caution and consider the possibility of fake or biased reviews.
However ComplaintsBoard has detected that:
- Strategic Wealth Designers protects their ownership data, a common and legal practice. However, from our perspective, this lack of transparency can impede trust and accountability, which are essential for establishing a credible and respected business entity.
- The website belonging to Strategic Wealth Designers has a low number of visitors, which could be a red flag for users. However, it's important to conduct additional research to fully evaluate the website's legitimacy and trustworthiness.
Strategic Wealth Designers Reviews 0
If you represent Strategic Wealth Designers, take charge of your business profile by claiming it and stay informed about any new reviews or complaints submitted.
Overview of Strategic Wealth Designers complaint handling
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Strategic Wealth Designers Contacts
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Strategic Wealth Designers phone numbers+1 (877) 934-7687+1 (877) 934-7687Click up if you have successfully reached Strategic Wealth Designers by calling +1 (877) 934-7687 phone number 0 0 users reported that they have successfully reached Strategic Wealth Designers by calling +1 (877) 934-7687 phone number Click down if you have unsuccessfully reached Strategic Wealth Designers by calling +1 (877) 934-7687 phone number 0 0 users reported that they have UNsuccessfully reached Strategic Wealth Designers by calling +1 (877) 934-7687 phone number
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Strategic Wealth Designers emailsinfo@swdgroup.com100%Confidence score: 100%Supportdanny@swdgroup.com99%Confidence score: 99%ashlie@swdgroup.com99%Confidence score: 99%samantha@swdgroup.com99%Confidence score: 99%bcowan@swdgroup.com98%Confidence score: 98%ali@swdgroup.com98%Confidence score: 98%erik@swdgroup.com98%Confidence score: 98%abeninate@swdgroup.com97%Confidence score: 97%
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Strategic Wealth Designers address500 N Hurstbourne Pkwy, Ste 120, Louisville, Kentucky, 40222-5455, United States
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Strategic Wealth Designers social media
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Checked and verified by Rachel This contact information is personally checked and verified by the ComplaintsBoard representative. Learn moreOct 01, 2024
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