Swisher Financial Concepts Inc - Westerville, Ohio

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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

Swisher Financial Concepts Inc 612 Office Pkwy B, Westerville, OH 43082

☎️48901930

⏰ 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.

Located in the heart of Westerville, Ohio, Swisher Financial Concepts Inc. is a distinguished financial planning firm dedicated to helping individuals, families, and businesses navigate the complex world of finance. With a commitment to personalized service and transparency, this independently owned and operated company has been serving the local community and beyond since its inception. Let's delve into the details of this reputable financial institution.

Main Services

Comprehensive Financial Planning: Swisher Financial Concepts Inc. offers holistic financial planning services, tailored to each client's unique circumstances and goals. Their comprehensive approach encompasses retirement planning, investment management, tax planning, risk management, and estate planning.
Retirement Planning: The firm specializes in helping clients prepare for retirement by developing strategies that address income needs, healthcare expenses, and legacy planning. They provide guidance on 401(k)s, IRAs, and other retirement savings vehicles.
Investment Management: Swisher Financial Concepts Inc. offers investment management services, focusing on creating diversified portfolios that align with clients' risk tolerance and investment objectives. They provide ongoing portfolio reviews and adjustments to help clients stay on track toward their financial goals.
Tax Planning: The firm works closely with clients to develop tax-efficient strategies that minimize their tax liabilities and maximize their after-tax income. They collaborate with clients' tax professionals to ensure cohesive and effective tax planning.
Risk Management: Swisher Financial Concepts Inc. helps clients protect their assets and mitigate risks through insurance planning and wealth preservation strategies. They provide guidance on life, health, disability, and long-term care insurance, as well as liability and property insurance.
Estate Planning: The firm assists clients in developing estate plans that protect their assets, provide for their loved ones, and minimize estate taxes. They work with clients' attorneys to create wills, trusts, and other estate planning documents.

Location and Access

Swisher Financial Concepts Inc. is conveniently located at 612 Office Parkway B, Westerville, OH 43082, in the heart of the Uptown Westerville district. This area is known for its vibrant shopping, dining, and entertainment options, making it an ideal location for a financial planning firm.

The office is easily accessible via major thoroughfares such as State Route 161 and Interstate 270. It is situated near the intersection of Polaris Parkway and Sawmill Road, providing ample parking for clients and visitors. The office is also wheelchair accessible, with designated parking, entrances, and restrooms to accommodate clients with mobility impairments.

Featured Characteristics

Independent and Objective Advice: As an independently owned and operated firm, Swisher Financial Concepts Inc. is not tied to any specific financial institution or product. This allows them to provide unbiased and objective advice tailored to each client's unique circumstances.
Fiduciary Standard: The firm adheres to the fiduciary standard, which requires them to act in their clients' best interests at all times. This commitment to ethical and transparent practices sets them apart from other financial planning firms.
Customized Financial Plans: Swisher Financial Concepts Inc. recognizes that each client has unique financial goals and challenges. They create customized financial plans that address each client's specific needs and help them achieve their long-term objectives.
Personalized Service: The firm prides itself on its personalized and client-centered approach. They work closely with clients to understand their financial circumstances, goals, and concerns, and provide tailored solutions that address their unique needs.

Practical Information

Phone Number: You can reach Swisher Financial Concepts Inc. by phone at 48901930.
Website: Visit the firm's website at swisherfinancial.com to learn more about their services, team, and approach to financial planning.
Appointments: Appointments are recommended to ensure that clients receive the undivided attention of the financial planning team. You can schedule an appointment by contacting the firm via phone or email.
Accessibility: The firm's office is wheelchair accessible, with a designated entrance, parking lot, and restroom. They also offer accessible restroom facilities for clients with mobility impairments.

Client Reviews and Testimonials

Swisher Financial Concepts Inc. has received numerous positive reviews from satisfied clients, with an average rating of 5/5 on Google My Business. Some common positive aspects mentioned in the reviews include:

Personalized Service: Several clients praised the firm's personalized and attentive approach to financial planning, stating that they felt truly listened to and understood. One client remarked, "Wonderful group of people. Would highly recommend the personal service and transparency that is so rare to find in advisors these days!"
Transparency: Many clients appreciated the firm's commitment to transparency, with one client noting, "The personal service and transparency are outstanding. They truly care about their clients and want to help them succeed."
Expertise and Knowledge: Several clients praised the firm's extensive knowledge of financial planning and investment management, with one client commenting, "The team at Swisher Financial Concepts is incredibly knowledgeable and always willing to help."
Communication: Many clients appreciated the firm's clear and concise communication, as well as their responsiveness to client inquiries and concerns. One client noted, "The team at Swisher Financial Concepts is always available to answer questions and provide guidance."

In conclusion, Swisher Financial Concepts Inc. is a distinguished financial planning firm committed to providing personalized, transparent, and objective financial planning services to its clients. With a convenient location, comprehensive services, and a strong reputation for exceptional client care, this firm is an excellent choice for individuals, families, and businesses seeking expert financial guidance in the Westerville, Ohio area.