Swain Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

611 13th St, Modesto, California, 95354,...

Phone Number

(209) 526-9426

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Swain Financial Services

Chris Barber offers tailored wealth management and financial services aimed at helping clients achieve their personal and family financial goals. The company specializes in retirement planning, estate management, investment strategies, insurance, and tax services. With a focus on building long-term relationships based on open communication, Chris Barber's team of experienced professionals is dedicated to guiding clients through life's transitions. Their mission is to align their clients' goals with their own, ensuring a collaborative approach to financial planning.Explore more
Popular SearchesSwain Financial ServicesSwain Financial Services IncEstateMoneySwain FinancialSIC Code 62,628NAICS Code 52,523Show more

Swain Financial Services Org Chart

PhoneEmail
JS
United States flag for contact location.

Insurance Specialist and Financial Advisor

PhoneEmail
AA
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swain Financial Services

<$5M
1-10
Private
<$5M
2017
JS
Joseph SwainInsurance Specialist and Financial Advisor
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1999
SM
Samuel MangiapaneManaging Principal, Financial Advisor
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2007
DM
Dennis McMillinMcm Investor Services Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Swain Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swain Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swain Financial Services.

Swain Financial Services financials insights

Gather financial insights about Swain Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$28K

See All Swain Financial Services's Financials Insights

Swain Financial Services Tech Stack

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Frequently Asked Questions Regarding Swain Financial Services

What is Swain Financial Services's official website?
Swain Financial Services's official website is www.jswainfinancial.com
What is Swain Financial Services's Revenue?
Swain Financial Services's revenue is <$5 Million
What is Swain Financial Services's SIC code?
Swain Financial Services's SIC: 62,628
What is Swain Financial Services's NAICS code?
Swain Financial Services's NAICS: 52,523
How many employees does Swain Financial Services have?
Swain Financial Services has 1-10 employees
What industry does Swain Financial Services belong to?
Swain Financial Services is in the industry of: Finance, Securities Trading
What is Swain Financial Services competition?
Swain Financial Services top competitors include: Interactive Data Managed Solutions, Gregory-Matthew, Samuel Mangiapane, CRPC, Managing Principal at Mint Financial Services, Jeff Lorenz Financial Services
What technology does Swain Financial Services use?
Some of the popular technologies that Swain Financial Services uses are: Cloudflare Website Optimization, AppRiver, Mailgun, Google Tag Manager
How do I contact Swain Financial Services?
Swain Financial Services contact info: Phone number: (209) 526-9426 Website: www.jswainfinancial.com
What does Swain Financial Services do?

Chris Barber offers tailored wealth management and financial services aimed at helping clients achieve their personal and family financial goals. The company specializes in retirement planning, estate management, investment strategies, insurance, and tax services. With a focus on building long-term relationships based on open communication, Chris B... arber's team of experienced professionals is dedicated to guiding clients through life's transitions. Their mission is to align their clients' goals with their own, ensuring a collaborative approach to financial planning.Read More

Is Swain Financial Services a public company?
Swain Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Swain Financial Services

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