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January 2024 by Jean T
We have been with SWMG since 2013 and trust their advice. We appreciate that questions are encouraged. Educational opportunities are frequent. Staff is knowledgeable, friendly, and accessible.
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December 2023 by Susan S
We are so thankful that we chose SWMG to assist us in our financial planning needs. We appreciate the time they have taken to answer all of our questions and the guidance they have provided to help us reach our financial goals. We would highly recommend SWMG to anyone one looking for a trustworthy and professional firm.
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December 2023 by Glenn Truex
I had an excellent meeting with SWMG . It was very informative and helped me plan for my future . My manager was very helpful and knowegable .
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December 2023 by Ron R
My most recent meeting with SWMG was helpful, gratifying, and informative. While I have been using them since 2022 as a financial advisor, I met **** over a decade ago when he was teaching a continuing ed ***** about Social Security claiming strategies. I found him to be clear, straightforward, super knowledgeable, and very friendly. All of the office staff and associates are friendly and very responsive. I have recommended SWMG to friends and will continue to do so.
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November 2023 by Sonyia Hartwell
Been with this company for many years. They are efficient, client friendly, and highly ethical. We are very comfortable with their competent guidance.
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November 2023 by Harold W
Super group. Really enjoy the relationship with all the staff. Great explanations of financial planning and investing. Highly recommend.
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November 2023 by Darlene H
My husband and I have enjoyed our relationship with SWMG for 5+ years. We have complete confidence in their decisions and investments of our funds. The professional and dedicated employees are all a joy to work with. They make educated decisions with all investments in our future and retirement. The eMoney app provides a knowledgeable guide of your investments and financial planning. We are very happy we took one of their classes which set us up on the right track financially. ****************
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November 2023 by Stephen Keith
Kelly is very professional in every respect. She sssisyed me with getting my properties in a trust so it will be a seamless transition for my 2 children. Highly recommend her to anyone needing financial planning assistance. 6 star service!
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October 2023 by John
Strittmatter Wealth has been our financial advisors for 5+ years helping us achieve our retirement goals.Professional, helpful, love their staff…would highly recommend!
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October 2023 by Sherri G
Strittmatter has been our financial advisors for 5+ years helping us achieve our retirement goals.Professional, helpful, love their staffwould highly recommend!
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October 2023 by Donna Coley
Happy to say another year has gone by and we remain committed to our relationship with SWMG! We have now been with SWMG over 10 years & feel strongly we would not be in the position we are in today without their expertise & council. They are all a pleasure to work with, very professional & knowledgeable in all aspects that impact our portfolio. We also appreciate their desire to serve our community with special volunteer projects.
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September 2023 by JOHN L
This group, SWMG, is completely dedicated to getting to know each individual and family and their level of what they feel comfortable investing. Whether it is extremely conservative or more toward the higher risk/higher reward strategy......... they listen to each person goals and finances to invest. Good people. They also provide their cliental many opportunities for volunteer service, such as ***************************** House and Samaritan's Purse and other charitable worth while endeavors. Yes, Good People indeed.
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September 2023 by Lyle Crossley
I like the regular reports from SWMG on how the funds where our money is invested are perfroming. Also regular and thorough reviews of our financial situation are reassuring, especially since our retirement.
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September 2023 by June L
We are relieved in these uncertain times to have SWMG financial experts and tools managing our 401K investments continuously to ensure we are on the best track given our desired growth. Our SWMG advisor also meets with us annually for a full hour to review our situation and is open to address any new concerns or questions we may have. They also provide an eMoney application where we can log in to obtain a comprehensive picture of our personal finances in real time. We also like the eMoney online vault for secure sharing or personal storage of documents (including our will, taxes, etc.).
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September 2023 by susan craig
Strittmatter WMG has been our financial advisor and investors for years, and provided thorough customized personal advice . The entire group and staff have provided us with reassurance and the security that are vital to estate planning. SWG is truly Wealth Management, now matter how big or small. Thank you Josh, Kelly and crew!
