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
Swisher Financial Concepts Inc: Expert Financial Planning Services in Westerville, OH
Swisher Financial Concepts Inc is a reputable financial planning firm located at 612 Office Pkwy B, Westerville, OH 43082. The company offers a wide range of financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial futures.
Main Services
- Financial Planning: Comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
- Investment Management: Expert investment management services, including portfolio management, asset allocation, and wealth management.
- Retirement Planning: Customized retirement planning services, including retirement account planning, pension planning, and Social Security planning.
- Estate Planning: Estate planning services, including wills, trusts, and probate planning.
- Business Planning: Business planning services, including business valuation, tax planning, and succession planning.
- Tax Planning: Tax planning services, including individual tax planning, business tax planning, and estate tax planning.
- Insurance Planning: Insurance planning services, including life insurance, disability insurance, and long-term care insurance.
- College Planning: College planning services, including college savings plans, financial aid, and college scholarships.
- Non-Profit Planning: Non-profit planning services, including non-profit formation, tax exemption, and fundraising.
- Small Business Planning: Small business planning services, including business financing, accounting, and human resources.
Location and Access
Swisher Financial Concepts Inc is conveniently located at 612 Office Pkwy B, Westerville, OH 43082. The office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended, and the office is easily accessible by car, with ample parking available.
The office is situated in the heart of Westerville, a vibrant and growing community with a strong economy and excellent schools. The office is close to major highways, making it easily accessible by car. Public transportation options are also available, with the Westerville Community Center and the Ohio State University being within walking distance.
Featured Characteristics
* Wheelchair accessible entrance, parking lot, and restroom
* Conveniently located in the heart of Westerville
* Expert financial planning services for individuals and businesses
* Wide range of financial planning services, including investment management, retirement planning, and estate planning
* Personalized service and transparency
* Strong reputation in the community
Practical Information
* Address: 612 Office Pkwy B, Westerville, OH 43082
* Phone: 489-0193
* Website: swisherfinancial.com
* Email: [[email protected]](mailto:[email protected])
* Business Hours: Monday - Friday, 8:30am - 5:00pm
* Appointments: Recommended
Customer Reviews
Wonderful group of people. Would highly recommend the personal service and transparency that s so rare to find in advisors these days!
Wonderful group of people. Would highly recommend the personal service and transparency that s so rare to find in advisors these days!
Wonderful group of people. Would highly recommend the personal service and transparency that s so rare to find in advisors these days!
Analyze and extract positive aspects mentioned:
* "Wonderful group of people"
* "Personal service"
* "Transparency"
* "Rare to find in advisors these days"
* "Highly recommend"
Note: The reviews are identical, but the analysis only includes the positive aspects mentioned.
👍 Reviews of Swisher Financial Concepts Inc
