Strategic Wealth Management

7300 Grace Dr
Columbia, MD 21044443-535-0302

Ratings

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Consumer Ratings for Strategic Wealth Management — 6 Ratings

Percent of customers who rated service "superior" for:
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Consumer Comments for Strategic Wealth Management

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Consumer from Chevy Chase, MD
Nov 27, 2019
Recommended
They work with you on a personal basis to set up a portfolio that matches your immediate needs while keeping an eye on the long term. They are always accessible and responsive. They are now called StratWealth and are located in Fulton, MD.
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