About
Overview
Strategic Wealth Designers
13146 Ballantyne Corporate Pl Ste 100
Charlotte, NC 28277-5041
BBB Accredited Since: 11/22/2022
Years in Business: 22
Payment methods:
- Cash
- Check
- Credit Card
- Debit Card
- ACH
- American Express
- Discover
- MasterCard
- Visa
BBB Accreditation & Rating
About This Business
Strategic Wealth Designers is an independent financial planning firm. Our advisors offer fiduciary retirement planning and wealth management advice.
Products and Services
Photos and Videos
Business Details
- BBB File Opened:
- 8/9/2022
- Business Started:
- 7/15/2002
- Business Started Locally:
- 9/26/2022
- Business Incorporated:
- 8/26/2002
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Strategic Wealth Designers LLC
- Business Management:
- Mr. Jason Vander Pol, COO
- Mr. Matt Dicken, Founder/CEO
- Number of Employees:
- 77
Additional Contact Information
- Principal Contacts
- Mr. Matt Dicken, Founder/CEO
- Customer Contacts
- Mr. Jason Vander Pol, COO
- Additional Phone Numbers
- Other Phone, (Headquarters Phone Number): (859) 207-1501
- Other Phone, (Headquarters Phone Number): (317) 644-0876
- Other Phone, (Headquarters Phone Number): (513) 492-2198
- Other Phone, (Headquarters Phone Number): (877) 934-7687
- Other Phone, (Headquarters Phone Number): (303) 952-4044
- Other Phone, (Headquarters Phone Number): (972) 327-6511
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 3001336480 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
BBB records show a license number of 1497014 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
Additional Information
- Business Categories
- Retirement Planning Services, Financial Services, Tax Consultant, Financial Planning Consultants, Insurance Services Office, Homeowners Insurance, Auto Insurance, Investment Advisory Services, Investment Management, Medicare Supplements, Annuities, Investment Seminars, Medicare Advantages
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