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Strategic Wealth Designers

Financial Management & Consulting

Updated on Aug 25, 2019

View more like this | Visit LEXINGTON, KY | Contact Strategic Wealth Designers
Address:

710 E. Main Street, Lexington, Kentucky, 40502


Phone:

877-934-7687


Mobile:

785-213-1396


Email:

[email protected]


Website:

https://swdgroup.com/


Description:

Strategic Wealth Designers is an independent financial services firm founded in Louisville, Kentucky with two additional location in the Indianapolis area. As a fiduciary and privately owned, we are free to offer our clients what is best for them and their unique retirement situation. It is our passion to serve our clients with humility and excellence. Allowing our clients an unmatched experience at every point on their financial journey is the number one priority.


List of Services:

Stocks - Investments - Exchange Traded Funds
Tax Planning & Life Insurance
Medicare Supplements
Fixed Insurance Annuities
Comprehensive Retirement Plans


Business Hours:

Mon-Fri 8:00 AM TO 5:00 PM
Sat-Sun Closed


Year Established:

2002


Number of Employees:

22
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Strategic Wealth Designers

710 E. Main Street LEXINGTON, KY 40502

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