Strategic Wealth Designers
Food
Why pick this one
They have helped over 5,000 families since 2002 and provide comprehensive retirement planning services.
Best for
- retirement planning for individuals and families
- customized financial strategies
Look elsewhere if
- looking for strictly investment services without retirement planning
- individuals seeking short-term financial guidance
Specialties
- retirement income strategies
- tax-mitigation planning
- IRA legacy planning
Certifications
- Fiduciary Advisors
What makes them different
- over 5,000 families helped
- nearly 20 market locations across 11 states
- $2.5B in assets under management
- Years in business
- 21
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13146 Ballantyne Corporate Pl Ste 100, Charlotte, NC 28277
- Phone
- 7048174233
- Website
- https://swdgroup.com/locations/financial-adviso...
- info@swdgroup.com
Services
- wealth planning
- financial advising