SWAT Advisors

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

3000 E Birch St Ste 103, Brea, Californi...

Phone Number

(800) 374-7327

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SWAT Advisors

SWAT Advisors specializes in strategic tax planning and wealth management services, aimed at maximizing tax savings for individuals and businesses. With over 20 years of experience, they provide personalized solutions for high-net-worth individuals, business owners, and professionals in various industries, including healthcare and real estate. Their comprehensive offerings include advanced tax planning, estate planning, and business exit strategies, ensuring clients can effectively manage their wealth and minimize tax liabilities. The firm is recognized for its unique approach and commitment to delivering guaranteed tax savings through expert consultation and tailored strategies.Explore more
SWAT Advisors's Social MediaPopular SearchesSWAT AdvisorsSWAT Advisors LLCSwat Advisors - Financial Advisor in California | ...SwatadvisorsSIC Code 72,729NAICS Code 54,541Show more

SWAT Advisors Org Chart

PhoneEmail
AN
United States flag for contact location.

Manager, Customer Success

PhoneEmail
AH
United States flag for contact location.

Manager, Client Success

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWAT Advisors

<$5M
1-10
Private
-
2010
AN
Aishwarya NareshManager, Customer Success
$6.8M
11-50
Private
-
2006
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
-
CF
Carletta ForneyDirector, Client Financial Education
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

SWAT Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

SWAT Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about SWAT Advisors.

SWAT Advisors Tech Stack

A closer look at the technologies used by SWAT Advisors

SWAT Advisors News & Media

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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding SWAT Advisors

What is SWAT Advisors's official website?
SWAT Advisors's official website is www.swatadvisors.com
What is SWAT Advisors's Revenue?
SWAT Advisors's revenue is <$5 Million
What is SWAT Advisors's SIC code?
SWAT Advisors's SIC: 72,729
What is SWAT Advisors's NAICS code?
SWAT Advisors's NAICS: 54,541
How many employees does SWAT Advisors have?
SWAT Advisors has 1-10 employees
What industry does SWAT Advisors belong to?
SWAT Advisors is in the industry of: Accounting for Legal Practices, Business Services
What is SWAT Advisors competition?
SWAT Advisors top competitors include: Fischer Financial Group, K Hall Enterprises, Global Tax, Legacy Planning Alliance
What technology does SWAT Advisors use?
Some of the popular technologies that SWAT Advisors uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact SWAT Advisors?
SWAT Advisors contact info: Phone number: (800) 374-7327 Website: www.swatadvisors.com
What does SWAT Advisors do?

SWAT Advisors specializes in strategic tax planning and wealth management services, aimed at maximizing tax savings for individuals and businesses. With over 20 years of experience, they provide personalized solutions for high-net-worth individuals, business owners, and professionals in various industries, including healthcare and real estate. Thei... r comprehensive offerings include advanced tax planning, estate planning, and business exit strategies, ensuring clients can effectively manage their wealth and minimize tax liabilities. The firm is recognized for its unique approach and commitment to delivering guaranteed tax savings through expert consultation and tailored strategies.Read More

What are SWAT Advisors social media links?
SWAT Advisors Linkedin page SWAT Advisors Twitter page SWAT Advisors Facebook page
Is SWAT Advisors a public company?
SWAT Advisors is private company therefore does not currently have an official ticker symbol
See more information about SWAT Advisors

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