As a premier financial services organization we'll supply quality financial products and services to assist empower our customers to make informed decisions. We work with businesses and individuals in developing customized solutions that are consistent with our customer's aims objectives. We accomplish this through a staff approach utilizing our Financial Specialists.
Reviews (10)
Luigi Fornari
Apr 20, 2022
Paula & L We have been with SWMG even before its formation, following a seminar by its founder at UTA. We chose to go with SWMG after reviewing offerings from other firms. Apart from the financial aspects, as remarkable as they are, we think that its staff is prompt, efficient, courteous, always upbeat, and a pleasure to interact with at any time.
It is the best we have seen. We have seen it grow from just a couple of people, to the complete spectrum of services they offer now. All of our inquiries are answered promptly, and suggestions related to our specific needs are offered when appropriate. We trust them not only with our finances, but also to look over our needs as our age advances. We look forward to their many organized opportunities to involve ourselves in philanthropic and social interactions, where we can meet like minded people. We recommend SWMG without reservation.
It is the best we have seen. We have seen it grow from just a couple of people, to the complete spectrum of services they offer now. All of our inquiries are answered promptly, and suggestions related to our specific needs are offered when appropriate. We trust them not only with our finances, but also to look over our needs as our age advances. We look forward to their many organized opportunities to involve ourselves in philanthropic and social interactions, where we can meet like minded people. We recommend SWMG without reservation.
Rick Matus
Apr 19, 2022
Ronnie Sarratt
Mar 28, 2022
Paula Mower
Mar 27, 2022
The team at SWMG are knowledgeable, take time to educate clients and you always feel appreciated for your business. I've greatly enjoyed their ongoing educational experiences offered online and recorded for viewing anytime you're available. They take a wholistic approach to your financial security as they connect you with professionals who provide services not available under their business umbrella and encourage clients to take care of important securities such as long term care insurance and wills and trusts.
Les Couch
Mar 07, 2022
William A. Bourgeois
Feb 15, 2022
Nina Bellah
Nov 25, 2021
Marusnak
Nov 06, 2021
Mike Dixon
Aug 16, 2021
Kate Melton
Jan 27, 2021
My friend Margaret invited us to a dinner that Josh was hosting back in 2014 and I had no intentions of signing up but once I started talking with Josh I was hooked. Josh and the entire staff of Strittmatter Wealth are professional, knowledgeable and down to earth people. We enjoy the seminars, community involvement and fun times with the group. They are always available to answer questions. Joining Strittmatter Wealth was the best decision that we ever made as I retired sooner than I had planned.