SWAN Capital

Reviews, get directions and contact details for SWAN Capital

About

SWAN Capital is an independent wealth management firm that specializes in the needs of retirees.

Story

SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique as our clients.

Mission

“Sleep Well At Night in Any Economy”

Address: 107 W Gregory St, Pensacola, FL 32502, USA

Phone: (850) 380-9558

Website

moc.latipac-naws@ofni

State: Florida

City: Pensacola

Zip Code: 32502

Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

Andrew and his team are great.  They make you feel like part of the family from the day you walk in the door.  The atmosphere is so comfortable to discuss your financial future, which can be so confusing.  No matter how many questions I ask I never feel like it was a dumb question.  The staff is top notch if you have any questions or need anything they will make it happen!

 9 years ago (01-02-2018)

Fantastic staff providing superior education for retirement planning and long-term investing.  Andrew is extremely knowledgeable, and will work effortlessly to meet your goals!  Once you're a client, you are family and are treated as such at each encounter, including the monthly special events hosted by the fine folks at SWAN.  If you have questions about investments or retirement, give these folks a call!

 9 years ago (30-01-2018)

Truly a total team of professionals.  You are part of the family and friends when you become a client.  Lots of fun events, and always fully engaged with your best interests at heart.  When you succeed they succeed, its a win-win.

 9 years ago (30-01-2018)

Swan Capital is an impressive organization of professionals with a down home family feel.  Staff attentiveness –excellent, quality of communication –excellent, level of service –excellent with many other areas also excellent.  This is truly a FIVE star company. Thanks

 9 years ago (30-01-2018)

Andrew McNair is a professionally impressive and caring young man that inspires confidence always. And we feel especially grateful that he is an important part of our lives.

 8 years ago (16-03-2018)

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