Swanson Financial Services, Inc.
www.swansonfinancial.comAt Swanson Financial Services, Inc., our approach centers on preservation of principal, elimination of debt, reduction of expenses, and increasing savings. We provide financial planning, tax preparation and advice, asset management, insurance programs, and estate planning. Swanson Financial Services, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Swanson Financial Services, Inc. and its representatives are properly licensed or exempt from licensure.
Read moreAt Swanson Financial Services, Inc., our approach centers on preservation of principal, elimination of debt, reduction of expenses, and increasing savings. We provide financial planning, tax preparation and advice, asset management, insurance programs, and estate planning. Swanson Financial Services, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Swanson Financial Services, Inc. and its representatives are properly licensed or exempt from licensure.
Read moreCountry
State
Oregon
City (Headquarters)
Lake Oswego
Employees
11-50
Founded
1996
Estimated Revenue
$1 to $1,000,000
Social
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President
Email ****** @****.comPhone (***) ****-****Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****