78 Customer Reviews
Review from Chris H
5 stars09/12/2024
My wife and I met with ***** ******** with SWMG by Zoom today after meeting wiith her last week in person. We feel very comfortable with the accuracy and thoroughness of the information we received from *****. She and the organization are very professional and we feel confident that working with **** will produce a positive result.***** *.Review from Karen S
5 stars09/03/2024
Knowledgeable, professional, confidence building! I trust Strittmatter Wealth Management Group, LLC. Easy to contact. Keep me up to date with regular appointments (zoom or in person).They are great!Review from paul r
5 stars08/27/2024
My wife and I are very happy with Strittmatter Wealth Management Group. They are very customer friendly and professional. They are great at their job and are easy to contact. They have been alot of help organizing our finances and have been consistent about communications and keeping us in the loop.Review from Sanford C
5 stars08/22/2024
It is great to talk with the staff at SWMG to get a review of our investments and financial plan. This makes our retirement seem so much more secure.Review from Luigi F
5 stars08/14/2024
We trust SWMG to do the best for us. The staff is competent, and they have added extra people as they have been expanding. It is easy to get in touch with them, and they respond promptly to any need. SWMG provide interesting seminar on current financial issues (ex.: on the use of AI in the financial word, and the effects on investing). They organize events to meet with other investors like us, and to provide occasion to donate to worthwhile not for profit organizations. We have found out that, as we live out of ***************** area, we can still have a good meetings and interactions by Zoom or telephone. We highly recommend their services with clear conscience.Review from Dennis F
5 stars07/16/2024
Weve been a client for about 10 years and have nothing but great things to say. They are thoughtful and caring. The staff at SWMG are true professionals and are always well-prepared, helpful, honest and above all, they are wonderful people. We look forward to many continued years of excellent customer service. We highly recommend SWMG for financial services.Review from Donald C
5 stars07/14/2024
For the short time I have been working with SWMG I have been very impressed by their professionalism and knowledge. SWMG is extremely friendly and I have not felt pressured in anyway in making very important decisions that will effect me in the future; I look forward to continually working with a wonderful group of professional.Review from Jill J
5 stars07/01/2024
First ************** SWMG has won us over with their knowledge, efficiency and caring attitude toward us as clients. We highly recommend this company and have encouraged our family members to have a conversation with SWMG regarding their present and future financial needs.Review from Ellie B
5 stars06/13/2024
Strittmatter Wealth Management Group has been a tremendous help to me for many years. They have pleasantly assisted me in planning for future expenditures. Their advice has been offered in a helpful way; never demeaning or manipulative. **** has assembled a competent staff that conduct themselves in a professional manner.Review from Jodie B
5 stars05/19/2024
We have been very impressed with the help we have gotten from SWMG. They are knowledgeable, personable, and have helped us get our documents in order. I would recommend their services to anyone wanted to get help with organizing documents and preparing for legacy estate issues.
Customer Review Rating
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