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Swad Wealth Management
100 Stony Point Rd Suite 244, Santa Rosa
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100 Stony Point Rd Suite 244, Santa Rosa
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We love working with Zack. He's very easy to interact with, responds to questions and requests quickly, and we particularly loved all of the deep questions he asks to better understand our life goals, wants, and needs. He always makes time for any request we have for him. We trust Zack and glad we are working with him.
I was initially skeptical of the benefits that a financial advisor would offer, however Swad Wealth Management services proved me wrong. The financial advice that we received and continue to reveive from Zack is priceless in securing our retirement and protecting our assets through insurance and investments. I highly recommend him! Love his quirky laughter ?
Swad Wealth provided my husband and I with the in-depth expertise that we needed to create both a vision and roadmap. I've recommended Zack and his team to my favorite people. 5-stars!