Swad Wealth Management - Santa Rosa, California

Address: 100 Stony Point Rd Suite 244, Santa Rosa, CA 95401.
Phone: 078991010.
Website: swadwealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Swad Wealth Management

☎️078991010

⏰ Open Hours of Swad Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to Swad Wealth Management

Located at 100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, Swad Wealth Management stands out as a premier financial planning service in the Santa Rosa area. With a dedicated team led by financial planners like Zack, Swad Wealth Management offers comprehensive financial strategy and planning services tailored to individual client needs. The firm can be reached at 078991010 or visited online at swadwealth.com.

Key Features and Services

Swad Wealth Management specializes in providing financial planning services. Their focus is on helping clients create a clear vision and roadmap for their financial future. They cater to a wide range of clients, ensuring that whether you're planning for retirement, saving for education, or managing wealth, their expertise is at your service. The company prides itself on its accessible services, including online appointments, onsite consultations, and facilities that are fully wheelchair accessible, including entrances, parking lots, restrooms, and seating areas. This commitment to inclusivity ensures that all clients, regardless of mobility, can receive the professional guidance they need.

What to Expect When You Visit

Clients often note the thoroughness and personalized care provided by Swad Wealth Management. With the option to schedule appointments in advance, clients can ensure they receive undivided attention. While appointments are recommended to optimize the planning process, the firm's average opinion of 5/5 on Google My Business speaks volumes about their commitment to customer satisfaction. This high rating suggests that clients leave feeling well-informed and supported in their financial endeavors. The availability of online appointments adds convenience, allowing potential clients to consult at their own pace.

Why Choose Swad Wealth Management

Based on the various reviews, it's clear that Swad Wealth Management excels in delivering professional, tailored financial advice. The company's dedicated team works closely with clients to understand their unique goals and challenges, offering strategies that are both effective and personalized. The accessibility of their services, combined with their impressive client satisfaction ratings, makes them a standout choice for anyone seeking financial guidance.

Final Recommendation

For anyone in need of reliable, expert financial planning, Swad Wealth Management is highly recommended. Their combination of comprehensive financial strategies, accessibility, and client satisfaction is hard to beat. To learn more or to schedule an appointment, visit their website at swadwealth.com or give them a call directly at 078991010. Taking the first step towards securing your financial future has never been easier or more accessible.

👍 Reviews of Swad Wealth Management

Swad Wealth Management - Santa Rosa, California

Nancy H.

5/5

Swad Wealth provided my husband and I with the in-depth expertise that we needed to create both a vision and roadmap. I've recommended Zack and his team to my favorite people. 5-stars!

Christine H.

5/5

Navigating through retirement & having to make big decisions is both scary & difficult. But Zack Swad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!

P R.

5/5

I was a very happy client of Zack Swad for several years when he was employed by a large investment firm. When Zack left the company to start his own firm I was assigned to a couple of agents, but no one understood me like Zack. I recently found Zack and returned my lifesavings to his care. Zack cares about his clients. He explains every thing he does, asks questions about all sorts of personal goals. He thinks outside the box when developing your financial plan ..He is with you every step of the way.

Thomas J.

5/5

My husband and I came back to Zack after he went out on his own after having him as our advisor at another firm. After two years of being ignored by that other firm, even as a Private Client, we decided to have Zack again manage our investments. In Zack, we found someone who truly does take the time to focus on our individual investment goals and needs, come up with a credible, understandable investment approach to recommend to us, and conducts quarterly follow up calls with us to go over how things are going, are there changes recommended, etc. He is also readily available via email for questions that arise between meetings.

We were looking for someone that we can trust to manage our investments so that we, in retirement, don't have to nervously follow the market daily, and in whom we are confident that our investments are organized to make the best return consistent with our risk tolerance. Zack is that guy. Highly recommended.

Henri K.

5/5

As we began planning our retirement, we interviewed several companies, both local and national. We really liked the approach taken by Swad Wealth Management. They follow a comprehensive approach to the retirement process including financial, legal, and goal orientation. We very much appreciate the personalized service and accessibility to a local expert. We very much trust their guidance and advice. They always make us feel like a very important client. We'll recommend Zach to our colleagues and friends that want expert financial advice and management with a focus on pre-retirement and retirement planning.

Sheryl V.

5/5

I have been working with Zack since Spring 2023. He is helping me with retirement plans and making sound decisions for now and the future. I appreciate his knowledge and ability to see the picture from many angles. Zach is meeting my expectations and more.

Joe P.

5/5

Zack is very refreshing to have as my wealth manager!!
He is very knowledgeable about finance
Zack spends time and talks through your concerns and makes the best decisions based on what information you give home to work on

So glad that I made the switch from Fidelity
Thank you Zack!!!

Andrew G.

5/5

Zack is guy you want. He is patient, listens, and works hard to help you understand his plan for putting you hard-earned money to work. I trust him 100%