To get the latest financial advice and make informed decisions about your money, turn to SWALES FINANCIAL LLC. With years of experience in the industry, SWALES FINANCIAL LLC has built a solid reputation as a trusted financial advisor for individuals and businesses alike. Their team of expert advisors offers a wide range of financial services and custom-tailored solutions to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice for individuals and businesses
- Custom-tailored solutions to achieve financial goals
- Years of experience in the financial industry
- Trusted and reputable advisor with a solid track record
Facts and Insights
SWALES FINANCIAL LLC is dedicated to providing their clients with the latest financial insights and advice. They stay up-to-date with market trends and developments to ensure their clients receive the best possible recommendations for their financial needs. Their team of advisors has a deep understanding of the financial landscape and uses their expertise to guide clients towards making sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 10+ years |
Financial Services Offered
SWALES FINANCIAL LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SWALES FINANCIAL LLC serves a variety of clients, including:
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
SWALES FINANCIAL LLC is committed to transparency when it comes to their fees and compensation. They offer a fee-only structure where they are compensated through a percentage of assets under management. This ensures that their advice is unbiased and in the best interest of their clients. They do not receive any commissions or incentives for recommending certain products or services.
Background
The team at SWALES FINANCIAL LLC has a combined experience of over 50 years in the financial industry. They have helped countless clients achieve their financial goals and build wealth for their future. Their commitment to providing top-notch financial advice, along with their extensive knowledge and expertise, has earned them a solid reputation in the industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential disclosures. SWALES FINANCIAL LLC has a clean record with no legal or disciplinary actions taken against them. They prioritize transparency and honesty in all their client relationships, ensuring that their clients can trust their advice and recommendations.