I was at a little bit of a financial crossroads in life, and I needed a professional to help me go in the right direction. SWD was recommended to me by a few locals, so I gave them a call. A zoom meeting was arranged between myself and a financial advisor. After speaking to them about what I was looking for, what my aspirations were, and where I wanted to be, the gentleman told me "Well, just give us a call when you pay off your credit card debt."
I was hoping for some real advice, some guidance, and some words of wisdom. Instead, I was rushed off the meeting after being told "Just pay off your debts and then give me a call." As of this day, I finally have ZERO dollars in debt and am making more money than I ever imagine. Strategic Wealth will not get a PENNY of it! Z
I took my financial questions to Evan Moore at Edward Jones. Evan met with me, discussed every option that I had, and gave me the exact advice I was looking for. He now has myself along with several of my family members as clients, which contribute tens of thousands of dollars a year to his financial programs. That being said, always give someone the time of day! You never know what the future holds form them... read more