Strategic Wealth DesignersFinancial Management & ConsultingUpdated 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
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



Strategic Wealth Designers
710 E. Main Street LEXINGTON, KY 40502