Strategic Wealth Designers
Finance · Kentucky, United States · 51-200 Employees
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Overview
Headquarters
500 N Hurstbourne Pkwy Ste 120, Louisvil...Phone Number
(502) 412-3354Website
www.swdgroup.comRevenue
$9.2 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
2
2
2
2
2
3
About Strategic Wealth Designers
Soar with Caring Financial Advisors specializes in comprehensive retirement and wealth planning, offering personalized guidance through a wide range of services including tax strategies, asset preservation, and legacy solutions. With over two decades of experience, they prioritize tailored strategies that elevate their clients' retirement outcomes. Their mission is to provide holistic financial planning, ensuring every aspect of a client's situation is addressed for sustained financial health. Their intended clientele includes families looking for expert advice to navigate the complexities of retirement and financial security.Explore more
Strategic Wealth Designers Org Chart
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Strategic Wealth Designers financials insights
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2020
Debt
$350K
Strategic Wealth Designers Tech Stack
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Hiring Plans
Strategic Wealth Designers has more open roles in Finance than it has had at any time in the past 12 months with an increased focus that include Financial Services, and experience with Escalation Procedures, Financial Strategy, Quality Control Processes, and DocuSign (Software).
Hiring Plans
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Award, Finance
Hiring Plans
Strategic Wealth Designers is hiring in Legal for the first time in 12 months.
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Strategic Wealth Designers has more open roles in Finance than it has had at any time in the past 12 months.
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Soar with Caring Financial Advisors specializes in comprehensive retirement and wealth planning, offering personalized guidance through a wide range of services including tax strategies, asset preservation, and legacy solutions. With over two decades of experience, they prioritize tailored strategies that elevate their clients' retirement outcomes.... Read More
