Strategic Wealth Investments, LLC
-
338 Ebenezer Rd
Knoxville, TN 37923 - 865-770-4151
Hours
Chamber Rating
-
Justin Fisher
Oct 11th, 2023 -
Charla Lundgren
My family has worked with several Financial Advisors and Patrick is by far the best Financial Advisor in Knoxville, TN. He is attentive to all of the details, listens well, and puts a plan on place for growth, managing the intricate details, as needed when the market changes. He is very responsive in a timely manner, either answering his phone or calling back/texting back within minutes. I would strongly recommend anyone to trust all of their investment needs with Strategic Wealth Investments in Knoxville.
Dec 12th, 2021 -
Charles Kandt
I have been with Patrick for several years now. He has steered me clear of financial problems and given me straight advice about all of my finances - those he manages and even those investments outside of his accounts. My IRA has net me more under his management than at any other time, and both Patrick and his assistant Katherine are quick to respond to my calls and questions. It would not occur to me to go elsewhere for advice and help with my finances.
Oct 17th, 2020 -
Brad F
I've had the pleasure of knowing Patrick for an incredible 14 years, and it's safe to say he's not your typical financial advisor. In fact, I rank him a trusted friend. Patrick has provided me with strategic financial advice over the years that has made a notable difference in my life. He's helped me make smart choices, plan for the future, and more. But what truly sets him apart is his genuine concern for others. He doesn't treat me like acquaintance but more like a friend. He takes the time to understand my unique goals, worries, and dreams. It hasn't just about the numbers but about my well-being. His passion for helping people is truly inspiring. I would highly recommend Patrick as an advisor to anyone interested. He's not just a professional; for me, he has been a caring, knowledgeable, and compassionate friend of 14 years. Thanks Patrick!
Nov 4th, 2023
Contact Info
- 865-770-4151
Products
- Bonds.
- Cash alternatives.
- Exchange-traded funds.
- Mutual funds.
- Stocks.
Services
- Business succession & protection planning
- Comprehensive financial planning
- Defined Benefit Pension
- Education planning
- Estate and legacy Planning
- Legal planning¹
- Protection planning
- Retirement income planning
- Retirement plans
- single-issue planning
- Small-group benefits)
- Social Security maximization strategies
- Tax planning²
- Workplace benefits panning
Specialities
- Annuities.
- Life insurance.
- Long-term care insurance.
Questions & Answers
Q What is the phone number for Strategic Wealth Investments, LLC?
A The phone number for Strategic Wealth Investments, LLC is: 865-770-4151.
Q Where is Strategic Wealth Investments, LLC located?
A Strategic Wealth Investments, LLC is located at 338 Ebenezer Rd, Knoxville, TN 37923
Q What is the internet address for Strategic Wealth Investments, LLC?
A The website (URL) for Strategic Wealth Investments, LLC is: https://strategicwealthplans.com/
Q What days are Strategic Wealth Investments, LLC open?
A Strategic Wealth Investments, LLC is open:
Friday: 8:30 AM - 4:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Q How is Strategic Wealth Investments, LLC rated?
A Strategic Wealth Investments, LLC has a 5.0 Star Rating from 4 reviewers.
Hours
Related Categories
Ratings and Reviews
Strategic Wealth Investments, LLC
Overall Rating
Overall Rating
( 4 Reviews )Justin Fisher on Google
Charla Lundgren on Google
My family has worked with several Financial Advisors and Patrick is by far the best Financial Advisor in Knoxville, TN. He is attentive to all of the details, listens well, and puts a plan on place for growth, managing the intricate details, as needed when the market changes. He is very responsive in a timely manner, either answering his phone or calling back/texting back within minutes. I would strongly recommend anyone to trust all of their investment needs with Strategic Wealth Investments in Knoxville.
Charles Kandt on Google
I have been with Patrick for several years now. He has steered me clear of financial problems and given me straight advice about all of my finances - those he manages and even those investments outside of his accounts. My IRA has net me more under his management than at any other time, and both Patrick and his assistant Katherine are quick to respond to my calls and questions. It would not occur to me to go elsewhere for advice and help with my finances.
Brad F on Google
I've had the pleasure of knowing Patrick for an incredible 14 years, and it's safe to say he's not your typical financial advisor. In fact, I rank him a trusted friend.
Patrick has provided me with strategic financial advice over the years that has made a notable difference in my life. He's helped me make smart choices, plan for the future, and more. But what truly sets him apart is his genuine concern for others.
He doesn't treat me like acquaintance but more like a friend. He takes the time to understand my unique goals, worries, and dreams. It hasn't just about the numbers but about my well-being. His passion for helping people is truly inspiring.
I would highly recommend Patrick as an advisor to anyone interested. He's not just a professional; for me, he has been a caring, knowledgeable, and compassionate friend of 14 years.
Thanks Patrick!
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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