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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.

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.



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.

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Contact Us


Phone: (800) 997-1150

            (631) 482-1150 
Fax:     (631) 482-1145

1295 Walt Whitman Road Suite A 
Melville, NY 11747

Office: (631) 482-1150


565 Route 25A

Unit 104

Miller Place, NY 11764

Office: (631) 482-1150 

5920 South Highway A1A Suite 104
Melbourne Beach, FL 32951
Office: (561) 473-3129

40 Wall Street

New York, NY 10005 Office: (929) 551-0154

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