Switchback Financial
www.switchbackfinancial.comSwitchback Financial is a financial management firm focused on professionals and young families, especially those with equity compensation. We work to optimize client's financial lives and find balance/fulfillment in life through down-to-earth and straightforward methods. Ultimately, our goal is to partner with individuals to enlighten, empower and educate them on their financial lives.
Read moreSwitchback Financial is a financial management firm focused on professionals and young families, especially those with equity compensation. We work to optimize client's financial lives and find balance/fulfillment in life through down-to-earth and straightforward methods. Ultimately, our goal is to partner with individuals to enlighten, empower and educate them on their financial lives.
Read moreCountry
State
Connecticut
City (Headquarters)
Madison
Employees
1-10
Founded
2021
Social
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Founder and Financial Planner
Email ****** @****.comPhone (***) ****-****