Swanson Financial Services, Inc.

www.swansonfinancial.com

At 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.

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At 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.

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Country

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State

Oregon

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City (Headquarters)

Lake Oswego

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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