Swain Financial Services - Modesto, California

Introduction to Swain Financial Services

Swain Financial Services is a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located in Modesto, California, at 611 13th St, CA 95354, the firm operates with a commitment to building long-term relationships based on trust and mutual understanding. Contacting Swain Financial Services is simple; their phone number is 209-526-9426, and you can explore their services and resources further at their website: jswainfinancial.com. The firm’s dedication to accessibility is evident in its wheelchair-accessible car park, entrance, and toilet facilities, demonstrating a genuine commitment to inclusivity.

Services Offered – A Focus on Holistic Planning

At its core, Swain Financial Services specializes in financial planning. However, this designation encompasses a significantly broader scope than simply investment advice. They offer a holistic approach to financial well-being, addressing a wide array of client needs. These services typically include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors like savings, investments, and Social Security benefits.
• Investment Management: Providing tailored investment portfolios designed to align with clients’ risk tolerance, financial goals, and time horizon.
• Estate Planning: Assisting clients in creating comprehensive estate plans to protect their assets and ensure their wishes are carried out.
• Tax Planning: Identifying tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.
• Education Planning: Providing guidance on saving for college and other educational expenses.
• Insurance Planning: Assessing insurance needs and recommending appropriate coverage to protect against unforeseen risks.

Location and Accessibility

The firm’s physical location at 611 13th St, Modesto, CA 95354, places it within a readily accessible area of the city. Swain Financial Services prioritizes client convenience and comfort, as evidenced by its commitment to accessibility. Specifically, the facility boasts:

• Wheelchair-Accessible Car Park: Ensuring easy access for clients using mobility devices.
• Wheelchair-Accessible Entrance: Providing a smooth and unobstructed entry into the building.
• Wheelchair-Accessible Toilet: Catering to the needs of clients with mobility challenges.
• Accessible Toilet Facilities: A readily available and functional toilet for all visitors.

Appointments are recommended to ensure dedicated time and attention for each client. This allows for a more in-depth discussion of their financial goals and circumstances.

Client Feedback and Reputation

Swain Financial Services has garnered overwhelmingly positive feedback from its clients. As reflected in their Google My Business profile, the firm consistently receives high ratings – an average opinion of 5/5 – showcasing a dedication to client satisfaction. The reviews frequently highlight Mr. Joe Swain’s caring, knowledgeable, and dedicated approach to client service. Clients appreciate his commitment to understanding their individual needs and developing customized financial plans. Several reviews emphasize the firm’s ‘great service’ and the personalized attention clients receive. The ability to schedule appointments contributes to this positive experience, fostering a sense of trust and confidence.

Key Characteristics and Values

Several key characteristics define Swain Financial Services. Primarily, the firm is built upon a foundation of integrity, transparency, and client-centricity. The team at Swain Financial Services truly believes that financial planning should be collaborative and empowering, giving clients the confidence to make informed decisions about their financial future. They foster open communication, actively listening to their clients’ concerns and adapting their strategies as needed. Furthermore, the firm maintains a commitment to ongoing education, ensuring that their advisors stay abreast of the latest developments in the financial industry and can provide the most up-to-date advice. The firm’s dedication to accessibility underscores its commitment to serving a diverse clientele and removing any barriers to accessing its services.

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👍 Reviews of Swain Financial Services

Wynee H.

5/5

Mr Joe Swain is caring, knowledgeable, dedicated to his clients.

M M.

5/5

Great service.