SWisdom Financial
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
17304 Preston Rd Ste 800, Dallas, Texas,...Phone Number
(972) 789-5547Website
www.swisdomfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About SWisdom Financial
SWisdom Financial is an independent financial planning firm that has been assisting clients across the United States in achieving their long-term financial goals since 2001. The firm offers a range of services including financial planning, retirement planning, risk management, and estate planning. They aim to empower clients to take control of their finances and make informed investment decisions. SWisdom Financial is dedicated to providing resources and support to both current and prospective clients.Explore more
SWisdom Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
SWisdom Financial
<$5M
1-10
Private
-
2006
JN
Jude NicholsonPrincipal and Investment Advisor Representative
Company Profile Activity
Activity Insights
SWisdom Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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SWisdom Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SWisdom Financial.
SWisdom Financial Tech Stack
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SWisdom Financial is an independent financial planning firm that has been assisting clients across the United States in achieving their long-term financial goals since 2001. The firm offers a range of services including financial planning, retirement planning, risk management, and estate planning. They aim to empower clients to take control of thei... Read More
