SWS Financial Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

7900 Matthews Mint Hill Rd Ste 115, Mint...

Phone Number

(704) 371-8007

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About SWS Financial Group

SWS Financial Group, Inc. specializes in providing wealth management strategies, including trust and estate planning, retirement services, insurance services, and business services. The company focuses on helping families and business owners accumulate, protect, and preserve their wealth through tailored strategies that manage risk and taxation. Their proprietary process is designed to meet the individual needs of clients, ensuring a solid foundation based on risk management products. SWS Financial Group primarily serves clients in states such as California, Florida, North Carolina, New York, South Carolina, Texas, and Virginia.Explore more
SWS Financial Group's Social MediaPopular SearchesSWS Financial Group IncNew York Life Insurance CoSWS Financial GroupFinancial GroupSws Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWS Financial Group

<$5M
1-10
Private
-
1988
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2010
JV
Jeffrey VarsaFinancial Advisor
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2009
BM
Bridget McDonaldDirector, Operations
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SWS Financial Group Tech Stack

A closer look at the technologies used by SWS Financial Group

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Frequently Asked Questions Regarding SWS Financial Group

What is SWS Financial Group's official website?
SWS Financial Group's official website is www.swsfinancialgroup.com
What is SWS Financial Group's Revenue?
SWS Financial Group's revenue is <$5 Million
What is SWS Financial Group's SIC code?
SWS Financial Group's SIC: 62,628
What is SWS Financial Group's NAICS code?
SWS Financial Group's NAICS: 52,523
How many employees does SWS Financial Group have?
SWS Financial Group has 1-10 employees
What industry does SWS Financial Group belong to?
SWS Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is SWS Financial Group competition?
SWS Financial Group top competitors include: Robbins Financial Group, Olewine Financial Group, Rogers Financial Group, Copper Canyon Wealth Management
What technology does SWS Financial Group use?
Some of the popular technologies that SWS Financial Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact SWS Financial Group?
SWS Financial Group contact info: Phone number: (704) 371-8007 Website: www.swsfinancialgroup.com
What does SWS Financial Group do?

SWS Financial Group, Inc. specializes in providing wealth management strategies, including trust and estate planning, retirement services, insurance services, and business services. The company focuses on helping families and business owners accumulate, protect, and preserve their wealth through tailored strategies that manage risk and taxation. Th... eir proprietary process is designed to meet the individual needs of clients, ensuring a solid foundation based on risk management products. SWS Financial Group primarily serves clients in states such as California, Florida, North Carolina, New York, South Carolina, Texas, and Virginia.Read More

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

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