Swain Financial Services is an independent financial services firm dedicated to helping our clients meet their long term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen and to build a lasting relationship that is beneficial to all concerned.
COMMITTED TO SERVEThe relationships that are forged at Swain Financial are the most important aspect of our business. The comfort and peace of mind of our clients are in the forefront of our mind as we begin each day. We strive to never forget the reason we are in business.
INDEPENDENTIn a profession where many firms market proprietary products, Swain Financial maintains true independence in order to offer our clients unbiased and impartial recommendations.
INDIVIDUALWith the possible exception of your physician, there is not an area of your professional life that requires more individual planning and implementation. There are no one-size-fits-all solutions to your financial challenges. We commit to a system of monitoring your changing needs and in turn ask for a commitment from our clients to be fully engaged in their planning process.