Prioritizing our clients’ best interests is the guiding principle for our investment banking and advisory firm.
ABOUT US
The intricacies of today’s market provide a vast spectrum of choices when it comes to investing your hard-earned money.
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It is important to find a seasoned professional who not only knows the ins and outs of finance, but who’s dedicated to truly understanding you and your goals. The team at SW Financial has been carefully chosen for their skills, professionalism, and commitment to service excellence, and has a solid track record of exceeding client expectations for quality, service, and respect.
We are small enough to offer you the personalized service you are looking for. To us, you're more than just a number - we know your dreams and your goals and develop individual strategies to get you where you want to go. Welcome to SW Financial.
INVESTMENT PHILOSOPHY
Because everyone has different goals and expectations, everyone has different reasons for investing. Understanding how to match those reasons with your investments is simply one aspect of managing your money to provide a comfortable life and financial security.
CONTACT
Email:
Phone: (800) 997-1150
(631) 482-1150
Fax: (631) 482-1145
1295 Walt Whitman Road Suite A
Melville, NY 11747
Office: (631) 482-1150
LOCATIONS
565 Route 25A
Unit 104
Miller Place, NY 11764
Office: (631) 482-1150
3475 Kernan Boulevard
South Jacksonville, FL 32224
Office: (904) 475-2083
40 Wall Street
New York, NY 10005 Office: (212) 584-7905