Strategic Wealth Designers Reviews (%countItem)
Strategic Wealth Designers Rating
Address: 500 N Hurstbourne Pkwy Ste 120, Louisville, Kentucky, United States, 40222-5455
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These guys work hard to invest our hard earned money! Best in town!
Thank you for SS advice
Jordan *** is a young disorganized pushy salesman with a large bank account. Not to be trusted with my retirement. Presentations not worth the time. No one called me after the dinner presentation so I decided to direct message Mr. Matt *** via Linkedin. Matt made 2 personal issues known to me as to why no one called me. Mr. failed to call me himself and never once apologized. Basic business picks up the phone and makes the contact directly. Sorry guys.
Suggestion... go directly to *** or other brokerage and skip their poor service and 1.5 % fee.
This posting is not correct. Jordan *** works for us in another state and has never met Tim at any of our terrific events. Additionally, in our response to Tim we indicated we would not call him in light of his message. He responded with a “??” so we moved on and did not follow up with him.
I have repeatedly returned mail to them advising there is no such addressee but I keep getting the mail. I'm tired of throwing away their solicitations when I never signed up for them in the first place.
Hello,I’ve gotten a message on my desk regarding a message that was sent to the Revdex.com from a woman named *** with the ID number *** attached to it. We have effective as of last Monday, August 13th, removed her from all promotional material that would go to clients or prospective clients. Thank you and please let me know how I can help further. ***, Chief Marketing Officer
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
They stated they are removing *** from their promotions but the name on the mailings is ***, which may I remind you has never lived at my address. Please remove my address from any and all mailings.
Regards
Hello,
In the previous complaint response from *** we did not see her make mention of anyone named ***. We have now removed *** from all mailings as well so that change will ensure that by October no piece of mail we send will come to either her (***) or anyone named ***. Thank you
***Chief Marketing Officer
[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards
Matt *** and Dustin Stanley were highly professional and extremely knowledgeable in helping my wife and I plan our upcoming retirement. I am grateful for finding them. Strategic Wealth Designers are small and personable with big value add. I recommend going to one of the seminars or scheduling a sit-down with Dustin at their new office on 500 N. Hurstboune Parkway in Louisville, KY 40222.