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Strategic Wealth Designers of Louisville

Strategic Wealth Designers of Louisville

swdgroup.com
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1.5 out of 5
Based on 2 reviews from registered users.
1.5
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2 rated reviews | Is this your business?
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Strategic Wealth Designers of Louisville Overview

The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.

Based on reviews, created with AI
Rating Distribution

Strategic Wealth Designers of Louisville has a 1.5 star rating from 2 reviews and consumers are mostly dissatisfied; Strategic Wealth Designers of Louisville reviews emphasize an unfavorable rating distribution.

Positive Feedback

Clients note a complimentary dinner and value the diversity of products or services offered.

Negative Feedback / Risk Areas

  • Recurring customer complaints cite unethical staff behavior and breaches of confidentiality.
  • Reviews call out poor customer service and concerns about billing and high price levels.

Key Takeaways for Future Customers

  • Check Strategic Wealth Designers reviews and verify employee backgrounds before engaging.
  • Confirm billing policies and consider alternative firms if trust or service responsiveness matters.
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Media from reviews

Strategic Wealth Designers of Louisville - Unethical Employee Having Access to My...
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Layonna Uox
map-marker East Jefferson, Kentucky

Unethical Employee Having Access to My Financial Portfolio

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1.3
AI Highlights
  • - Trusted Matt Dicken and Strategic Wealth Designers; Austerman resigned after paid leave amid a sex scandal; Dustin Stanley has bankruptcy records.
Strategic Wealth Designers of Louisville - Unethical Employee Having Access to My...

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?

Pros:
  • Free dinner
Cons:
  • Everything else
Reason of review:
Poor customer service
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Comment
5
Marissa J Mhh
map-marker Louisville, Kentucky

Avoid Strategic Wealth Designers.

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1.6
AI Highlights
  • - Indianapolis: an advisor gossiped about my finances, didn't review investments, and I switched to TD Ameritrade after a BBB complaint.

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.

Loss:
$2000
Reason of review:
Poor customer service
View full review
Comment
7

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