Layonna Uox
map-marker East Jefferson, Kentucky

Unethical Employee Having Access to My Financial Portfolio

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Strategic Wealth Designers of Louisville - Unethical Employee Having Access to My Financial...
I trusted Matt Dicken and Strategic Wealth Designers to aid me in planning my retirement. I spoke with a Jason Austerman in Client support. Something just didn't feel right about the whole scenario. I did some research on Mr. Austerman and found out that he resigned from Mason High school in Ohio just a few days after being placed on paid administrative leave for a publicly reported sex scandal involving another staff member. What is the deal with that Matt Dicken and Dustin Stanley? Don't you perform background checks on your new hires? It's really simple. Just run a quick google search on their name. Come to find out later that Dustin Stanley (Vice President) has public Bankruptcy records in the court systems. How on earth do you expect people like I to trust you?
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Pros:
  • Free dinner
Cons:
  • Everything else
Reason of review:
Poor customer service
Marissa J Mhh
map-marker Louisville, Kentucky

Avoid Strategic Wealth Designers.

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A Strategic Wealth Designers advisor I dealt with, committed ethical violations by gossiping about my financial affairs with third parties but somehow never had time to actually review my investments. I complained to the BBB but they brushed it off and never bothered to investigate. This happened in Indianapolis. I switched to TD Ameritrade.
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Loss:
$2000
Reason of review:
Poor customer service

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