SW Financial Management takes pride in being your selected local Financial Planning & Wealth Management firm! SW Financial Management aims to provide an environment that is challenging yet rewarding, where client service is a top priority. Whether the job is big or small, our employees are dedicated to delivering excellent service that give clients the precise help they need. SW Financial Management realized success by providing quality Retirement Planning and Investment Management Services at honest prices. Call (480)8207976 for your appointment today.
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Additionally, Stephanie is highly professional and an expert in her field, but most importantly she is an exceptionally kind and caring person.
She also has resources within her company to research issues that do not have an immediate resolution and comes back with an in depth answer that will help our clients to make effective decisions on how to deploy their assets to achieve greater returns.
When my father passed away, she had all the paperwork to me immediately to secure and transfer his accounts to prevent identity theft and other circumstances that could have been financially disastrous.
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