About Strategic Wealth Concepts
Reviews for Strategic Wealth Concepts
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Strategic Wealth Concepts is a financial advisory firm that aims to help clients achieve their lifestyle goals. They strive to simplify the complex world of finance and provide personalized solutions for individuals in different stages of life, whether they are starting to provide for their family, focusing on contributions and growth, or needing to create a lifelong income stream. The firm is described as "absolutely great to work with," as they are willing to take the time to explain financial concepts in a way that clients can understand. Clients have praised the team's expertise, responsiveness, and focus on educating them throughout the financial planning process, which includes tax planning, investment planning, and estate planning. Overall, Strategic Wealth Concepts is highly recommended for its personalized approach and commitment to helping clients feel confident in their financial decisions.
Dan is a very talented financial planner. But he’s not simply talented, he’s a teacher at heart. He knows his craft and has been a real asset to my financial future. If your looking for help with your financial planning, I recommend you give Dan a call.
Dan and Russ are excellent to work with. They listen to their clients and provide creative solutions to help achieve your financial goals. The whole staff is friendly and I definitely recommend them.
They are absolutely great to work with. They’re willing to take the time to dump it down for me and help me understand what the best choices available for my individual situation might be. I highly recommend them.