SWAN Financial Group

Finance · Delaware, United States · 1-10 Employees

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Overview

Headquarters

251 Saundra St, Frederica, Delaware, 199...

Phone Number

(302) 689-6095

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About SWAN Financial Group

SWAN Financial Group specializes in developing insurance strategies to help clients achieve their retirement goals. They offer personalized services that include assessing clients' financial situations, crafting custom strategies, and implementing plans to ensure a confident retirement. Their target clients are individuals looking to preserve their nest egg and secure a reliable income during retirement. The company also provides resources such as a tax analysis calculator and retirement quizzes to assist clients in their financial planning.Explore more
Popular SearchesSwan Financial GroupFinancial Group Incswan financial group IncSIC Code 62,628NAICS Code 52,523Show more

SWAN Financial Group Org Chart

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Revenue

Number of Employees

Type

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Founded In

Top Executive

SWAN Financial Group

<$5M
1-10
Private
-
2013
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2006
CF
Carrie FinkVice President, Administration
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
1999
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Company Profile Activity

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Activity Insights

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

What does this means?

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

SWAN Financial Group Tech Stack

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Frequently Asked Questions Regarding SWAN Financial Group

What is SWAN Financial Group's official website?
SWAN Financial Group's official website is www.swanfinancialgroup.com
What is SWAN Financial Group's Revenue?
SWAN Financial Group's revenue is <$5 Million
What is SWAN Financial Group's SIC code?
SWAN Financial Group's SIC: 62,628
What is SWAN Financial Group's NAICS code?
SWAN Financial Group's NAICS: 52,523
How many employees does SWAN Financial Group have?
SWAN Financial Group has 1-10 employees
What industry does SWAN Financial Group belong to?
SWAN Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is SWAN Financial Group competition?
SWAN Financial Group top competitors include: Stephen F Tripodi, Shope Financial Planning, Poole Wealth Management, Next Generation Retirement Solutions
What technology does SWAN Financial Group use?
Some of the popular technologies that SWAN Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact SWAN Financial Group?
SWAN Financial Group contact info: Phone number: (302) 689-6095 Website: www.swanfinancialgroup.com
What does SWAN Financial Group do?

SWAN Financial Group specializes in developing insurance strategies to help clients achieve their retirement goals. They offer personalized services that include assessing clients' financial situations, crafting custom strategies, and implementing plans to ensure a confident retirement. Their target clients are individuals looking to preserve their... nest egg and secure a reliable income during retirement. The company also provides resources such as a tax analysis calculator and retirement quizzes to assist clients in their financial planning.Read More

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

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