About SWAN Capital - Financial Advisor
Reviews for SWAN Capital - Financial Advisor
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Monday: ClosedTuesday: ClosedWednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: ClosedSaturday: ClosedSunday: Closed
SWAN Capital is a financial advisor company that helps clients with a variety of financial needs. They offer retirement planning, legal services, and tax planning. The company is known for being professional, customer-oriented, and transparent about their fees. Clients appreciate the team's expertise in areas like estate planning and their willingness to answer questions and discuss options. SWAN Capital is responsive to client inquiries and strives to ensure a positive experience.
Excellent company. We have been with Andrew Mcnair since last year and he has organized all our finances and reviewed our insurances and Last Will and made suggestions. My wife was afraid she would have to manage everything when I croak. Now she only must call Andrew. Highly recommend this company.
We have been SWAN clients for several years and are extremely pleased with the service and results from Andrew and his team. They're always available for questions and concerns that come up. Andrew's financial acumen is outstanding. We learn something new and leave with a better understanding of our financial situation as well as financial markets/investments overall every time we meet with him. We truly do Sleep Well At Night, thanks to Andrew and the SWAN team.
Grateful for all your help