SWAN Capital - Financial Advisor - Daphne, Alabama

Address: 1539 US-98 Suite 301, Daphne, AL 36526, United States.
Phone: 2518007499.
Website: swan-capital.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment company, Investment service, Private equity firm.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 90 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of SWAN Capital - Financial Advisor

SWAN Capital - Financial Advisor 1539 US-98 Suite 301, Daphne, AL 36526, United States

☎️2518007499

⏰ Open Hours of SWAN Capital - Financial Advisor

Monday: Closed
Tuesday: Closed
Wednesday: 8 am–4 pm
Thursday: 8 am–4 pm
Friday: Closed
Saturday: Closed
Sunday: Closed

SWAN Capital - Financial Advisor es una empresa de asesoramiento financiero con sede en Daphne, AL 36526, United States y teléfono 251-800-7499.

Con 90 reseñas en Google My Business, esta empresa ha demostrado ser una opción confiable para las necesidades financieras de sus clientes.

La empresa ofrece una variedad de servicios, incluyendo asesoramiento financiero, consultoría financiera, asesoramiento a instituciones financieras, compañías de inversión y servicios de inversión.

Entre las características de SWAN Capital - Financial Advisor se encuentran apoyo en línea, servicios en sitio y estacionamiento accesible para sillas de ruedas.

Los clientes pueden programar apuntamientos en línea y recomendar una cita para obtener asesoramiento financiero personalizado.

La empresa también cuenta con instalaciones accesibles para personas con discapacidad, incluyendo una silla de ruedas para la entrada, asiento y baño.

Otras características interesantes

• Apuntamientos en línea
• Servicios en sitio
• Estacionamiento accesible para sillas de ruedas
• Entrada accesible para sillas de ruedas
• Asiento accesible para sillas de ruedas
• Baño accesible para sillas de ruedas

Specialidades

• Asesoramiento financiero
• Consultoría financiera
• Asesoramiento a instituciones financieras
• Compañías de inversión
• Servicios de inversión
• Firma de capital privado

👍 Reviews of SWAN Capital - Financial Advisor

SWAN Capital - Financial Advisor - Daphne, Alabama

Tonia E.

5/5

Working with Andrew and his team has been a game-changer for us. They take the stress out of financial planning by creating a comfortable, welcoming environment where we felt heard and understood.

What really sets them apart is their ability to explain financial concepts in a way that makes sense—even for those of us who aren’t numbers people! Their use of visuals and step-by-step guidance gave us clarity on where to focus our efforts and how to align our finances with our future goals.

Andrew’s leadership shines through in every interaction. His depth of knowledge and practical advice instilled confidence in our plans, and his team’s friendly approach made every meeting a positive experience.

If you’re looking for a financial consultant who’s approachable, thorough, and genuinely invested in your success, this team is an excellent choice.

Nate S.

5/5

Andrew and his team are the epitome of professional; from the moment I entered all the way until I left I was treated with the utmost respect. I have worked with a couple financial advisors in the past who try and sell on things and Andrew certainly did not do that with me. He gave suggestions and great advice with no strings attached. He truly lives his moto that he does this to help people and not for his own financial gain. Do recommend!

Joan R.

5/5

Since coming to Swan Capital and dealing with Andrew McNair our finances are being taken care of and we are heading into financially peace. Highly recommend Swan Capital for your financial needs.

Walter B.

5/5

I really appreciate Andrew and his team helping me sleep well at night with our retirement portfolio

Paige G.

5/5

Andrew has helped us tremendously and we are grateful to be working with him and Swan Capital!

Duncan A.

5/5

Andrew and his team helped me decide on what to do with my IRA. Determining with his CPA how much roth conversions we should do too

Kelley S.

5/5

I have met with many advisors and have left with an unsure feeling in my gut. Andrew McNair met with me personally and that gut feeling was gone when he looked over my finances. He swiftly cleared up the things I was doing wrong and the areas I was spot on. I have my homework to do but he not only made it easy, my future looks bright. Take the opportunity with him, you’ll see! Andrew, YOU are the rose and I appreciate you.

Stephanie C.

5/5

Since joining the SWAN Capital family as a client in 2019, we have been able to retire earlier than planned, ride out COVID, and we do sleep well at night with Andrew watching over the plan. We feel confident to pursue our retirement dreams of travel, while still helping out our family.