Strittmatter Wealth Management Group, LLC

Photo of Strittmatter Wealth Management Group, LLC

Located in Houston, Texas

Address: 3343 Locke Ave # 107, Fort Worth, TX 76107, United States

Phone: +1 817-210-3444

Rating: 5

Services

  • On-site services
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance

Categories

  • Investment service
  • Financial planner
  • Financial advisor
  • Life insurance agency

Photos

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Comments

  • Review 1 (2025-02-14 - Rating: 5)

    I have been a Client of SWMG for over 10 years. Solid Company. They offer many services but never pressure you into any of them. They listen and communicate well. They stay up to date on market conditions. Their client web site offers many monies management tools. I love that they look beyond just your life span but are interested in family generations to come. Give them a chance to discuss you situation and financial future. Also, they have client events throughout the year that are multi-generational friendly, fun and keeps you active.

  • Review 2 (2025-01-26 - Rating: 5)

    SWMG is assisting us with estate planning and has provided a clear understanding of the process in comprehensive terms. Theyve developed an organized approach based upon our individual situation. The staff is very friendly, knowledgeable, and punctual. Ill definitely refer the team to family and friends needing professional advise.

  • Review 3 (2024-06-08 - Rating: 5)

    The employees at Stritmatter Wealth Management are the very best. Josh, Kelly, Brooke, Kory and the sweetheart at the front desk provided us with superb estate planning and the documents we received give us great comfort as we have entered into the sunset of our lives. We now feel very prepared for our children to properly manage our estate when the two of us meet our maker. I can’t say enough good things about our experience with this firm.

  • Review 4 (2025-02-03 - Rating: 5)

    Really Helpful! We initially attended a seminar and took them up on the offer for a personal consultation. The input was invaluable got us thinking about things we had not considered. Very knowledgeable and patient staff. We appreciate there work and look forward to working with them. Our confidence is high.

  • Review 5 (2025-01-10 - Rating: 5)

    Ive been a client of SWMG for over 20 years and have never been disappointed. All of them are very courteous and professional. I have been very happy with decisions they help make on my behalf. I would recommend them to anyone. Carrie Hadley

  • Review 6 (2025-01-17 - Rating: 5)

    My wife and I have been 100% satisfied with every interaction weve had with Strittmatter.What has impressed us the most is their professionalism, expertise, and committment to customer service. They work with us to clarify our own financial goals then put together a complete plan to help us achieve not only those goals, but also create a structure to address issues we hadnt considered.such as estate planning and digital security.Every time we call the phone is answered by a knowledgeable person who can immediately help us resolve whatever questions we have and leave us feeling valued and respected.We have confidence that with Strittmatters experience, expertise, and customer service our financial future is in good hands.

  • Review 7 (2025-01-04 - Rating: 5)

    The professionals at SWMG were well organized and gave us detailed information on their practices and listened to and answered all of our questions and concerns. They allowed ample time for us to talk about who we were and really understood our overall goals as they pertained to managing our assets. More importantly, we felt more confident that we made the right decision to go with SWMG. We feel like you become part of their network personally and more than just an account.

  • Review 8 (2025-02-19 - Rating: 5)

    We would highly recommend the Strittmatter Wealth Management Group, if you are retired or are close to retirement.We have been a customer with them for almost 7 years now. They have been managing our portfolio of investments with all our needs and risks levels in consideration at all times through a detailed review in person twice a year. They have helped us feel more financially confident in our retirement life current and future. The staff makes you feel like you matter as a customer but also very much as a person, and is also available any time to answer your questions.Great Company and team to work with.

  • Review 9 (2024-10-25 - Rating: 5)

    Strittmatter is the best. They do a 6 month review of your portfolio either in person or online which is very convenient. They are always professional and friendly and my IRA has continued to grow.

  • Review 10 (2025-02-15 - Rating: 5)

    My wife and I have been with SWMG since 2012 at my retirement, when we went to one of their estate planning and retirement seminar. Since then their management and staff have been impeccable, caring and timely, offering more than just business advice, involving us in meeting fellow retirees, community activities, and charities. We consider us fortunate to be in their hands, and we are not worried of the future with their help.

  • Review 11 (2024-09-24 - Rating: 5)

    My wife and I were invited to a dinner. We have expanded our understanding of Stittmatter and come away impressed with the knowledge, resources and potential of what Strittmatter provides and how they, Stittmatter, can support our goals of financial growth and also a better understanding of how to improve the use of our finances.

  • Review 12 (2024-08-16 - Rating: 5)

    Both my wife and I recently retired and are now on the other side of our working lives. Weve been working with SWMG for nearly 10 years now to develop investment/savings strategies to allow early retirement with solid financial and estate plans in place. SWMG is an excellent choice for educating and guiding proper financial strategies and making the retirement transition stress free. They always spend time to ask questions, explain options, and put the right plan in place.

  • Review 13 (2025-02-11 - Rating: 5)

    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. I feel safe and well informed about my investments and how they are managed.I have been with SWMG for 10 years and feel that was one of the best decisions Ive ever made.

  • Review 14 (2024-05-06 - Rating: 5)

    We have been customers of Strittmatter Wealth Management Group, LLC for many years now. They provide extremely professional service, are always courteous and friendly, and take the time necessary to address any questions, concerns, or issues I may have. I would highly recommend them to anyone looking for a financial advisor.

  • Review 15 (2024-09-27 - Rating: 5)

    We were very pleased that SWMG took the time to research and answer our request for an investment fund which considers faith-based moral values while still providing growth potential. Additionally, our annual meetings suggest ways to improve our personal financial preparedness, including documents that would be helpful to make it easier to settle our estate.

  • Review 16 (2024-05-18 - Rating: 5)

    I had the pleasure to meet with SWMGs financial advisor yesterday. Its been an educational experience. Leaving me ease of mind in estate and financial planning for my retirement knowing that they are knowledgeable experts guiding me every step of the way. I truly recommend SWMG to everyone.

  • Review 17 (2024-02-14 - Rating: 5)

    Paula and I have trusted Josh and the SWMG team with our savings for 10 years. Josh and Kelly were both out of town today when our review was scheduled, so we met with Kory Morawietz. This young man is a true finance professional. He was well prepared with all of our updated numbers and recommendations. He had good advise for possible strategy moving forward. He had answers for the questions I hadnt even planned to ask. Overall, I recommend to SWMG to anyone looking for someone to take the worry out of retirement. So far seven of our friends have taken that recommendation.

  • Review 18 (2024-12-05 - Rating: 5)

    Josh and his whole team are wonderful! His guidance and advise is savvy and he is very detailed in his financial planning.

  • Review 19 (2024-10-02 - Rating: 5)

    I have never by happier about the services Strittmatter Wealth Management have provided form me over the last 10 years. Excellent advice and professional management of financials.

  • Review 20 (2024-04-17 - Rating: 5)

    My husband needed to retire sooner than we had planned and we knew we needed a professional to help guide us. Finding a firm that we could trust was of utmost importance. After weeks of research we found SWMG. We’re so pleased with our decision! Everyone at SWMG is very helpful and they make sure all of our questions are answered in a timely manner. They are patient with us and thoroughly explain everything. We highly recommend SWMG!

  • Review 21 (2024-12-13 - Rating: 5)

    We meet with SWMG at least twice per year to review, preserve and grow our investment portfolio. We appreciate (and follow) their advice, and find them to be our secret weapon for attending to our financial lives.

  • Review 22 (2024-02-01 - Rating: 5)

    Working with Strittmatter is the best decision I have made in regard to my finances and investments. Excellent advice that is based on their relationship with me. They know my unique circumstances and have been extremely helpful as I transition from full time employment to retirement. I have great trust in them.

  • Review 23 (2024-08-22 - Rating: 5)

    SWM has helped us with planning our financial future and provided us with sound advice and strategies . We are very satisfied with the entire team.

  • Review 24 (2024-03-01 - Rating: 5)

    The Strittmatter Wealth Management team does a great job with making my investments work for me. I recently had a quarterly review that provided information on strategies for additional growth. The Zoom meeting was very informational and helpful. Plus, I get to see the representatives smiling face!

  • Review 25 (2024-07-18 - Rating: 5)

    Another great financial planning review with the SWMG team! Absolutely first class experience, performance, and explanations. Even better folks to work with!

  • Review 26 (2024-05-03 - Rating: 5)

    Kelly and staff at Strittmatter Wealth are the most professional and knowledgeable people I have ever dealt with for financial services!! They care about their clients and answer your questions in a timely manner.If your in need of Estate/ Wealth planning I would choose this firm!!

  • Review 27 (2024-02-16 - Rating: 5)

    Our experience at Stritmatter Wealth Management was pleasant, professional and informative from beginning to end. First, we were greeted by the warm, friendly and attentive, Jacklee. She couldnt have been nicer, right down to the offer of fresh baked cookies, a little treat while you. Next we had our meeting with Josh who was knowledgeable, straightforward and thorough with his advice. Taking extra care to make sure all questions were answered. The firm epitomizes its dedication to service.

  • Review 28 (2024-05-01 - Rating: 5)

    Ive been utilizing this company for over a year now and they are some of the best in the industry. From the time you walk in the door they are extremely welcoming, and have great strategies to deploy to help you hit all financial goals. Highly recommend to anyone looking to help get you on track or just have a team extremely responsive investing your money.

  • Review 29 (2023-12-28 - Rating: 5)

    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.

  • Review 30 (2025-01-08 - Rating: 5)

    I met with with Kelly and Corey today at Strittmatter Wealth and I am impressed with the time they give and their explanation in helping me better understand portfolio

  • Review 31 (2024-10-01 - Rating: 5)

    My wife and me are happy with the personalized attention we receive from SWMG. They take the time to listen and explain why their investment advice is strategic. They are true professionals

  • Review 32 (2024-11-08 - Rating: 5)

    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!

  • Review 33 (2023-09-26 - Rating: 5)

    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.

  • Review 34 (2024-04-26 - Rating: 5)

    Strittmatter Wealth is incredibly knowledgeable about the markets and the current state of investment strategies. When we leave the office after a meeting, we are happy and at peace and feel comfortable that our investments are in the absolute best hands!

  • Review 35 (2022-08-13 - Rating: 5)

    We have used the SWMG for the past 12-13 years and have been very happy with all of the services from Josh and his staff. They have all been very professional and do care about our success. We are now on Medicare, Social Security and a modest retirement fund and have felt very secure under their management. We feel very lucky to have found them all those years ago.

  • Review 36 (2025-01-17 - Rating: 5)

    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.

  • Review 37 (2024-02-02 - Rating: 5)

    We met Josh at a Retirement seminar at UTA. My wife and I were in our late 50’s at the time. We had retired from the military and didn’t have a lot of money for retirement but were still both working full time. Josh gave us some great advice on how to invest the little monies we had and how to build on our savings.We decided to let Strittmatter Wealth Management Group (SWMG). Manage our retirement, and are we glad we did. Josh and his team are great to work with. They listen to what your goals are and give you a plan on how to get there. The past several years Kelly has been our financial advisor and has done a great job of communicating with us. And seeing that or needs are met.I recently lost my wife and the SWMG Team was outstanding, they walked me through everything that needed to be done to ensure all our finances were in line after her passing. The Team was caring and concerned about me and my family and Kelly contacted us on several occasions to ensure every thing was going as planned. They are part of my family.If you need financial planning assistance these are the people to see. I would highly recommend them to handle anyone’s retirement planning and financial management. Couldn’t find a better company to work for You. Don B. a happy Retired Client.

  • Review 38 (2024-04-12 - Rating: 5)

    SWMG has been our financial advisor since November 2014. We have been pleased with their services. Weve been meeting with Josh Strittmatter a couple of times a year and recently with Kelly BuchfinkJosh has provided personal service and guided us in our retirement planning. Our portfolio has grown through his guidance and counseling. Financing and money management are not our areas of expertise, so we have grown to trust his opinion and recommendations and have educated ourselves as weve continued this relationship.The office offers educational events several times a year, which we always find very informative. They answer emails and telephone calls in a timely fashion. His team is very professional, very courteous and pleasant to work with.We would highly recommend SWMG

  • Review 39 (2021-08-27 - Rating: 5)

    My wife and I have had our financial investments with the SWMG for almost three years now. We have been impressed with the capabilities of this firm and the personal attention given to us, both by the owner and his employees. They are knowledgeable, trustworthy, and extremely helpful. Their eMoney website is also a very useful tool for consolidating our financial information.

  • Review 40 (2024-04-12 - Rating: 5)

    My wife and I have been clients with SWMG for over 10 years and are very happy with their guidance and advice. The staff at SWMG are all knowledgeable in their respective areas and very helpful in addressing our concerns. I would recommend SWMG to anyone needing their services.

  • Review 41 (2023-02-02 - Rating: 5)

    SWMG has provided professional, expert handling of my financial accounts and questions for a number of years. In addition, they take a personal and friendly approach toward planning and management. My accounts are definitely in good hands.

  • Review 42 (2023-12-15 - Rating: 5)

    Service has been good with SWMG thus far. I have been with them for over a year and its been positive. They are prompt in there response whenever I have a question or inquiry. They are very professional and easy to work with. They make you feel like you are part of their family.

  • Review 43 (2021-04-28 - Rating: 5)

    I have been working with Josh since 2007 and with Kelly the last few years. I completely trust SWMG with everything investment related. I have an annuity, IRA and Roth IRA with them. They have also processed two roll-overs for me. They give advice without being pushy. I moved to Maryland almost three years ago and they still manage my portfolio like I live in Fort Worth. Five stars!!

  • Review 44 (2023-02-23 - Rating: 5)

    Love working with SWMG! They are like family in their friendliness and thoughtfulness! But also very professional and knowledgeable! I feel very safe with my finances being overseen by them!

  • Review 45 (2023-11-02 - Rating: 5)

    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!

  • Review 46 (2023-08-30 - Rating: 5)

    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.

  • Review 47 (2021-05-02 - Rating: 5)

    We have been working with Josh and Strittmatter Wealth Management Group since 2010. Our investments have only grown over these years. Josh and his team are knowledgeable and keep on top of the latest investment opportunities. They are always there to personally answer questions or solve a problem. We highly recommend this company if you are looking for an independent financial advisor who has a personal relationship with their customers and keeps on increasing your portfolio.

  • Review 48 (2024-09-03 - Rating: 5)

    Knowledgeable, professional, confidence building. I trust Strittmatter Wealth Management Group, L.L.C. (SWMG).

  • Review 49 (2023-08-01 - Rating: 5)

    I worked with Strittmatter Wealth Management (SWMG) to create my estate plan after attending their seminar on estate planning. I found the staff to be professional, respectful, and friendly.

  • Review 50 (2024-04-12 - Rating: 5)

    My wife and I have been invested with SMWM for over 10 years. We trust their investment advice and are encouraged to to stay educated by listening to their webinar series. We recommend that anyone needing a financial advisor group to call them.

  • Review 51 (2021-04-15 - Rating: 5)

    We have trusted Josh Strittmatter & his team with our investments & financial planning for the past 5 years. Extremely knowledgeable & personable. He gets to know his clients & works with them to attain their goals & dreams. We like that they are community minded & volunteer a lot of personal time in it.Thankful we went to one of his many seminars before investing with him.

  • Review 52 (2023-04-19 - Rating: 5)

    Strittmatter Wealth Management Group has been instrumental in advising us on our financial planning. They have guided us with insightful suggestions based on our specific situation and our goals for our future. Highly recommended.

  • Review 53 (2022-12-02 - Rating: 5)

    It’s a very hard thing to trust someone with your life savings, we realized that to retire we really needed to know where we stood. We would not trust our money with anyone other than Josh Strittmatter and Kelly Buchfink. They have the utmost integrity and will always put you first when managing your money. They are also always available when you need them. Thank you Strittmatter wealth Management.

  • Review 54 (2025-02-04 - Rating: 5)

    CORY WAS VERY HELPFUL AND TOOK A LOAD OFF MY MIND I GIVE 10 STARS THANK YOU VERY MUCH

  • Review 55 (2024-08-22 - Rating: 5)

    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.

  • Review 56 (2021-04-28 - Rating: 5)

    My wife and I joined Josh in March of 2013. We have been extremely pleased not only with his management of our accounts, but also feel completely secure in his hands. We recommend his firm to all of the people that we know and want to help secure their retirement.

  • Review 57 (2021-10-21 - Rating: 5)

    My wife and I have been with SWMG since 2013 after attending a retirement seminar. We were looking for a new financial advisor and felt confident SWMG was knowledgeable and dedicated to clients. That has not changed.

  • Review 58 (2022-03-08 - Rating: 5)

    SWMG has been a blessing to our retirement concerns and needs professionally with investments that continue to grow and protect our retirement years. The complete staff is courteous and friendly and helpful with all our needs.

  • Review 59 (2024-08-09 - Rating: 5)

    I have the highest respect and appreciation for the patience and knowledge that is shared with me as he answers all my questions and makes sure that I understand. I also like the truthfulness

  • Review 60 (2023-10-12 - Rating: 5)

    Strittmatter Wealth has been our financial advisors for 5+ years helping us achieve our retirement goals.Professional, helpful, love their staff…would highly recommend!

  • Review 61 (2022-10-15 - Rating: 5)

    We recently began working with SWMG for will planning. They were so helpful and answered all our questions and even made excellent and useful suggestions. We are very pleased with the results of working with SWMG.

  • Review 62 (2024-03-10 - Rating: 5)

    This group 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 Ronald McDonald House and Samaritans Purse and other charitable worth while endeavors. Yes, Good People indeed.

  • Review 63 (2023-11-10 - Rating: 5)

    I have worked with SWMG for several years and they have done a great job for me. SWMG is very professional and has done an excellent job of managing my account. I highly recommend their services to others.

  • Review 64 (2024-12-12 - Rating: 5)

    Always a very positive experienceKelly takes time to help us understand everything

  • Review 65 (2022-12-13 - Rating: 5)

    We are always grateful for the excellent service we receive. Everyone on staff treats us as if we are their only client. We have been with Josh & co. for around 10 years and are very happy with our ROI as well as having them as our financial advisors.

  • Review 66 (2022-09-19 - Rating: 5)

    I am very pleased with the level of care that Strittmatter Wealth has provided for my Mother. My Mom is on a modest income, and they patiently work with her to meet her needs. She has worked with them for over 5 years and feels extremely secure.

  • Review 67 (2025-01-30 - Rating: 5)

    Professional staff. Demonstrate sincere interest in meeting clients goals.

  • Review 68 (2023-08-17 - Rating: 5)

    The staff has always been helpful, instructive and caring. Whenever I have had a question or concern they have been quick to help me. They answer all my questions, let me know where I am financially and help me with projections for teh future. I would highly recommend Strittmatter Wealth Management Group to any or all who ask.

  • Review 69 (2025-02-15 - Rating: 5)

    A company the cares about its customers and their investments. As a younger investor myself trying to prepare for my future, they make it easy and effective to coordinate everything and keep things manageable for someone newer to the economic world. Would recommend 100%

  • Review 70 (2024-04-25 - Rating: 5)

    Honest and straightforward financial advice. Josh and staff are very easy to work with and have great knowledge of markets and finances.

  • Review 71 (2024-01-11 - Rating: 5)

    SWMG have aided me for years to get to retirement and I will be receiving checks this year providing additional funds for retirement. They have also seminars to assist me make decisions in life. Thank you for all your assistance.

  • Review 72 (2022-06-29 - Rating: 5)

    The interaction and response from SWMG team is phenomenal every time I have a question. They are top-notch. We could not be more pleased with their performance!

  • Review 73 (2024-04-18 - Rating: 5)

    Kelly was fantastic and extremely helpful! I felt I could trust her with my finances so will definitely be referring people I know to her!

  • Review 74 (2024-11-24 - Rating: 5)

    Really have nothing but great things to say about Strittmatter Wealth Management. They help us with any questions we have and they listen to us and they respond to our financial needs and planning. Cannot recommend them enough. You will not be displeased one bit!

  • Review 75 (2024-08-22 - Rating: 5)

    I have trusted the people at SWMG for almost 10 years now. They are extremely professional in the way they provide their financial services yet are some of the nicest people you will ever meet.

  • Review 76 (2025-01-23 - Rating: 5)

    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 .

  • Review 77 (2021-11-02 - Rating: 5)

    Very pleased with SWMG’s handling of our retirement accounts. They have an exceptional staff who timely attends to our needs. Highly recommend!

  • Review 78 (2024-01-18 - Rating: 5)

    Strittmatter Wealth has been highly effective, efficient and thoroughly responsive to our financial needs. We recommend them to anyone searching for a financial management company.

  • Review 79 (2023-09-08 - Rating: 5)

    I have had Strittmatter and staff taking care of my retirement money for over 10 years. They do an excellent job and I recommend them to everyone I know.

  • Review 80 (2023-11-08 - Rating: 5)

    Been with this company for many years. They are efficient, client friendly, and highly ethical. We are very comfortable with their competent guidance.

  • Review 81 (2023-05-10 - Rating: 5)

    We’ve been receiving financial advice and management from this company for several years and have every confidence that our money is being managed properly. Plus everyone is wonderful to deal with!

  • Review 82 (2023-08-22 - Rating: 5)

    SMWG has helped in planning my retirement and showing me how to set up and use my various retirement accounts.

  • Review 83 (2022-07-06 - Rating: 5)

    Been a client for 13 plus years. Very knowledgeable and prompt addressing any questions. Highly recommend Josh Strittmatter and his whole staff.

  • Review 84 (2023-08-31 - Rating: 5)

    I always come away knowing this team has my best financial interest at heart. Thanks Strittmatter team your the best!

  • Review 85 (2022-08-07 - Rating: 5)

    Very professional and attentive to detail!Kelly is an excellent and really makes us feel confident that our accounts are in good hands.

  • Review 86 (2023-02-10 - Rating: 5)

    SEVERAL YEARS AGO WE WERE LOOKING FOR AN INVESTMENT FIRM TO ASSIST US IN DEVELOPING AN ASSET MANAGEMENT PLAN TO TAKE US INTO OUR GOLDEN YEARS. WE HAD USED OTHER FINANCIAL PLANING GROUPS BUT HOWEVER WE OFTEN CAME AWAY FEELING LIKE AN “ACCOUNT” RATHER THAN A “PARTNER”. IT SEEMED THE ONLY TIMES WE HAD CONTACT WAS AN OBLIGATORY ANNUAL MEETING OR IF THEY HAD A “NEW AND IMPROVED PRODUCT.”WE ATTENDED A SEMINAR BY SWMG AND LEFT TOTALLY IMPRESSED WITH NOT ONLY THE MATERIALS BUT WITH THE PROFESSIONAL MANNER IT WAS PRESENTED. WE FELT SWMG JUST MIGHT BE THE TEAM WHO COULD GUIDE US INTO THE FUTURE AND DELIVER THE CUSTOMER CARE WE WANTED BUT HADN’T RECEIVED FROM OTHERS.TO SAY OUR FIRST MEETING WAS IMPRESSIVE WOULD BE A GREAT UNDERSTATEMENT. THE LEVEL OF PROFESSIONALISM, SUBJECT MATTER EXPERTISE AND ATTENTON TO DETAIL WAS AMAZING. FINALLY WE FOUND A TRUE PARTNER WHO ACTUALLY LISTENS TO OUR CONCERNS, AND SERVICE OUR NEEDS PROMPTLY AND PROFESSIONALLY. MOST IMPORTANTLY SWMG ACTUALLY CARES ABOUT US AND OUR FUTURE. WE ARE EXTREMELY SATISFIED WITH THE PERSONALIZED PLAN THEY DEVELOPED. IT WORKS AND GIVES US THE PEACE OF MIND OUR FUTURE IS IN GOOD HANDS.THANKS TO THE WHOLE SWMG TEAM FOR ALWAYS BEING THERE. YOUR LEVEL OF PROFESSIONALISM, KEEPING YOUR “PARTNERS” WELL INFORMED WITH UP TO DATE MEANINGFUL INFORMATION AND ALWAYS HAVING OUR BEST INTERESTS IN MIND IS UNPARALELLED AND GREATLY APPRECIATED.

  • Review 87 (2024-10-09 - Rating: 5)

    Outstanding people, professional, personal knowledgeable and nice.

  • Review 88 (2023-02-08 - Rating: 5)

    Always prepared and informed with suggestions and better ways to improve my portfolio. I am very happy with this service.

  • Review 89 (2025-01-08 - Rating: 5)

    This is a great company with friendly staff

  • Review 90 (2024-12-06 - Rating: 5)

    A wealth of information offered in an understandable format.

  • Review 91 (2023-07-20 - Rating: 5)

    Proactive, professional, easy to understand the indications. I highly recommend SWMG.

  • Review 92 (2022-10-19 - Rating: 5)

    Great people, extremely knowledgeable and well organized. Have wonderful tools to help you manage your finances

  • Review 93 (2021-07-16 - Rating: 5)

    SWMG has always provided good advice as well as respecting my opinion if it differs

  • Review 94 (2022-09-20 - Rating: 5)

    A great team, fun to do business with and they are always sharing their investment wisdom for success! Thank you!!

  • Review 95 (2022-04-02 - Rating: 5)

    Everyone at Strittmatter is friendly and helpful. I appreciate their thoughtful and considered advice.

  • Review 96 (2022-12-14 - Rating: 5)

    Wonderful group with years of experience and a range of investment solutions!

  • Review 97 (2023-10-18 - Rating: 5)

    Very helpful in managing our investments and keeping me informed

  • Review 98 (2023-07-19 - Rating: 5)

    Excellent update on account status and recommendations moving forward

  • Review 99 (2024-06-12 - Rating: 5)

    Very competentthorough, knowledgeable and trustworthy.

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