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Business Profile

Retirement Planning Services

Strategic Wealth Designers

Headquarters

About

About This Business

Strategic Wealth Designers provides financial planning services, including retirement and wealth strategies, tax mitigation planning, asset preservation, insurance, Medicare, and legacy planning. The company assists clients with comprehensive financial strategies tailored to individual retirement goals.

BBB Accredited Since: 8/21/2019

Years in Business: 23

Products and Services

Retirement Income Strategies, Wealth Accumulation, Asset Protection, Life Insurance, Annuities, Tax Minimization Strategies, Long-Term Care, IRA & 401K Rollovers, IRA Legacy Planning

Photos and Videos

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Business Details

BBB File Opened:
3/12/2004
Business Started:
7/15/2002
Business Started Locally:
1/15/2002
Business Incorporated:
8/26/2002
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Matthew J. Dicken, Founder/CEO
Mr. Dustin Stanley, Partner
Mr. Jordan Schwartz, Partner
Ms. Cindy Cambron, Controller
Number of Employees:
77

Additional Contact Information

Principal Contacts
Mr. Matthew J. Dicken, Founder/CEO
Mr. Dustin Stanley, Partner
Mr. Jordan Schwartz, Partner
Customer Contacts
Ms. Cindy Cambron, Controller
Additional Phone Numbers
Other Phone: (859) 207-1501
Other Phone: (317) 644-0876
Other Phone: (513) 492-2198
Other Phone: (877) 934-7687
Other Phone: (303) 952-4044
Other Phone: (972) 327-6511

Latest Reviews

  • Lorie S

    "I have been working with SW for about 9 months now. I am extremely happy with my Financial Advisor Hairo Rodriguez Pena." ... Read full review

  • LM R

    "We started working with SWD last year after attending a seminar at FIU. So far we have been very impressed with all of the folks who have interacted with us: Hairo, Thomas, Jennifer and the support staff as well." ... Read full review

  • Susan K

    "I have been with Strategic Wealth Design for just over  year, Hairo RREMOVEDis my representative, he checks in all the time and if I need anything or have any questions he responds within less than 24 hours, he never makes any question seem like it’s bothersome. Communication with my last company and advisor was a Christmas card and a phone call when CD’s expired." ... Read full review

View all Reviews

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