Strategic Wealth Designers in Lexington, KY – Reviews, Hours, and Contact Details

Office home of Strategic Wealth Designers - Independent Financial Services and Wealth Management company

Office lobby at our Lexington Kentucky financial planning office

Strategic Wealth Designers reception area of our financial planning firm in Lexington, Kentucky.

Wine & Wisdom clients enjoying a Mexican buffet before listening to fiduciary financial advisor Matt Dicken speak.

Entrance Into our Suite of our independent financial planning firm in Lexington, Kentucky.

Strategic Wealth Designers financial planning timeline in Lexington KY

SWD's client share a laugh with one of our fiduciary financial advisors at a Wine And Wisdom Lexington event!

Lexington Kentucky office serving financial planning clients from Lexington, Richmond KY and all surrounding cities

Office in Lexington, KY of our fiduciary financial planning firm.

Strategic Wealth Designers Financial Consulting

5.0 2 reviews on

Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.

Website: swdgroup.com

Phone: (859) 207-1501

Interested in our services?

Closed now

Thu 8:00 AM - 5:00 PM
Fri 8:00 AM - 5:00 PM
Sat Closed
Sun Closed
Mon 8:00 AM - 5:00 PM
Tue 8:00 AM - 5:00 PM
Wed 8:00 AM - 5:00 PM

2716 Old Rosebud Rd Lexington, KY 40509 ·270.36 mi

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Reviews

5.0 2 reviews

5 star

2 4 star

0 3 star

0 2 star

0 1 star

Steve R. 01/25/24

I amend my previous negative review. They have corrected what made me write a negative review. I apologize to this company for my previous negative review. They are good now.

Regina C. 02/01/22

We were very impressed with Josh and he helped us to know the right questions to ask about financial planning. He and his team are very professional and knowledgeable.

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