Swanson Financial Services
Swanson Financial Services

Swanson Financial Services

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Service type
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Introduction: Deliver personalized investment solutions to ensure clients are working toward a long-term stable financial goal. Assist individuals who are interested in Life, Health, and Auto insurance. Direct them in the right direction and maintain a constant relationship with them to ensure the correct path is being followed. Swanson Financial Services has move than 40 years of experience providing high quality investment solutions to our clients. We take pride in helping families plan for a bright future! Our Services Life, Health, Auto and Homeowners Insurance, Final expense planning, IRA and 401K Rollovers. We also specialize in tax preparation during tax season.
Overview

Hired 8 times

5 employees

35 years in business

Payment methods

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Featured Projects

3 photos

Reviews
Excellent 4.9

7 reviews

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Bill S.
Feb 16, 2017
Swanson Financial prepared my tax return for 2016. I dropped it off Monday and received a call that same day that it was complete and ready for me to sign off on! I would highly recommend their services! Very fast and friendly all around!
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Matt b.
Feb 16, 2017
Swanson Financial, has helped me with all of my financial needs over the past 10 years. They have wonderful agents that are willing to help whether its with your life, health, auto, homeowners, or even retirement planning. They have agents that will do it all! Over the past few years they have also helped me with my tax preparation and their rates are very reasonable. I would highly recommend!
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Bill S.
Apr 5, 2017
Swanson financial assisted me with my 2016 Tax preparation and the process was a breeze! They also were able to save me money on my Car and Home Insurance! Will be definitely be going back to them
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Chris M.
Feb 16, 2017
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Hired on Thumbtack

Hired on Thumbtack

Used Swanson Financial for my tax prep and they did a great job. Very quick and friendly staff. Only negative remark would be lack of parking outside their office facility.
Individual Tax Preparation
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Xavier C.
Mar 3, 2017
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Hired on Thumbtack

Hired on Thumbtack

The tax services provided were excellent. Everything was easy and smooth.
Individual Tax Preparation

FAQs

  • What is your typical process for working with a new customer?

    Discover the clients needs, brainstorm the best way to match these needs, propose options to client to ensure success.

  • What types of customers have you worked with?

    18-85 year olds, very wide variety.