Strategic Wealth Management

7300 Grace Dr
Columbia, MD 21044 443-535-0302

Ratings

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Consumer Ratings for Strategic Wealth Management — 6 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for Strategic Wealth Management

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Consumer from Chevy Chase, MD
Apr 04, 2020
Recommended
Fees are a percentage of holdings. This includes quarterly personal reviews and always being on call for advice, recommendations or assistance. They work with you to set goals which are always reviewed to keep them current. You have one advisor and are not shuttled around. A distinct pleasure to work with.
Consumer from Kensington, MD
Apr 17, 2019
Recommended
Fee is a % of one’s total portfolio. They work with clients on an individual basis and don’t change advisers on you. We feel very secure with them.
Consumer from Chevy Chase, MD
Feb 20, 2019
Recommended
Personal, responsive and personalized service. Always available.

...and 2 more consumer comments for Strategic Wealth Management