Broker Check

Services

At SW Financial Management, we provide professional assistance in the following areas:

Investments

  • Advisory Accounts
  • Brokerage Accounts
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Certificates of Deposit (CD's)
  • Alternative Investments
  • Annuities
  • IRA Rollovers
  • Employer Sponsored Plans
  • Individual Retirement Accounts
  • 529 Plans

Financial Planning

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Tax Planning
  • Money Management

Insurance

  • Life Insurance 
  • Key Person Insurance