Swisher Financial Concepts Inc - Westerville, Ohio
Address: 612 Office Pkwy B, Westerville, OH 43082.
Phone: 48901930.
Website: swisherfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Swisher Financial Concepts Inc
⏰ Open Hours of Swisher Financial Concepts Inc
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Introduction to Swisher Financial Concepts Inc
Nestled in the heart of Westerville, Ohio, Swisher Financial Concepts Inc is a distinguished financial planning firm that has been serving the local community and beyond with unwavering commitment and expertise. Located at 612 Office Parkway B, the company offers a comprehensive range of financial services tailored to help individuals and businesses navigate the complexities of wealth management.
With a strong emphasis on personalized service and transparency, Swisher Financial Concepts Inc has built a reputable name for itself, earning a perfect 5/5 average rating from its clients on Google My Business. Let's delve into the detailed services, location, and unique features that set this financial planning firm apart.
Main Services
- Financial Planning: The core service offered by Swisher Financial Concepts Inc, financial planning involves a holistic approach to managing your finances. This includes assessing your current financial situation, setting clear financial goals, and developing a strategic plan to help you achieve them.
- Retirement Planning: Whether you're just starting to save for retirement or are nearing the end of your career, Swisher Financial Concepts Inc can help you make informed decisions about your retirement savings and provide guidance on making the most of your retirement years.
- Investment Management: With a team of experienced financial advisors, Swisher Financial Concepts Inc offers expert investment management services, helping clients grow and preserve their wealth through strategic asset allocation and careful portfolio management.
- Estate Planning: By working with Swisher Financial Concepts Inc, you can ensure that your assets are distributed according to your wishes after your passing. The firm provides guidance on wills, trusts, and other estate planning tools to help protect your family's financial future.
- Tax Planning: Swisher Financial Concepts Inc helps clients minimize their tax liabilities and maximize their after-tax returns through strategic tax planning. The firm works closely with clients to understand their unique tax situation and develop customized strategies to optimize their financial outcomes.
Location and Access
The office of Swisher Financial Concepts Inc is conveniently located at 612 Office Parkway B, Westerville, OH 43082, near the intersection of I-270 and I-71, making it easily accessible from neighboring cities such as Columbus, Dublin, and Lewis Center. The firm is situated in a modern office park with ample parking, including designated wheelchair-accessible spaces.
Public transportation is available nearby, with the Westerville Square Apartments bus stop just a short walk away. The office is also close to several local amenities, including restaurants, shops, and parks, ensuring a pleasant experience for clients visiting the firm.
Featured Characteristics
- Wheelchair Accessibility: Swisher Financial Concepts Inc is committed to providing a welcoming and accessible environment for all clients. The office features a wheelchair-accessible entrance, parking lot, and restroom to accommodate clients with mobility challenges.
- Appointments Recommended: To ensure that each client receives the personalized attention they deserve, Swisher Financial Concepts Inc requires appointments for all consultations. This allows the firm's advisors to dedicate their full attention to understanding and addressing each client's unique financial needs.
Practical Information
- Phone: You can reach Swisher Financial Concepts Inc by phone at 48901930.
- Website: For more information about the firm's services and to access valuable financial resources, visit their website at swisherfinancial.com.
Positive Aspects from Client Reviews
Swisher Financial Concepts Inc has consistently received glowing reviews from its satisfied clients. Some of the positive aspects mentioned in the reviews include:
- Personalized Service: Clients appreciate the firm's commitment to providing one-on-one attention and tailored financial plans that cater to their specific needs and goals.
- Transparency: Swisher Financial Concepts Inc is praised for its open and transparent communication style, ensuring that clients are well-informed and involved in the decision-making process.
- Wonderful Group of People: Clients frequently comment on the friendly, knowledgeable, and professional demeanor of the firm's staff, creating a welcoming and comfortable atmosphere for all visitors.
Swisher Financial Concepts Inc stands out as a premier financial planning firm in Westerville, Ohio, offering a comprehensive range of services and a commitment to personalized, transparent client care. With a convenient location, wheelchair-accessible facilities, and a focus on excellence, the firm has earned its reputation as a trusted and valued resource for individuals and businesses seeking expert financial guidance.
👍 Reviews of Swisher Financial Concepts Inc
