Swarm: Strategic Wealth Accumulation & Risk Management
About Us
Since 1969, Swarm Financial has helped create programs and portfolios to meet long-term financial goals for over 3,000 clients across the Southeast covering South Carolina, North Carolina, Georgia, Florida, Virginia, Alabama, Tennessee, Kentucky, Arkansas, and Texas.
Planning Futures
Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our independent business structure and explaining the different ways we can help. We analyze your goals and compare them to your current portfolio. Then, we recommend an investment strategy designed to meet your risk tolerance.
What Sets Us Apart?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. Our agents each have over 20 years of experience and hold applicable licenses and credentials as independent brokers. This allows us to operate freely and not be captive to any company, which means we represent multiple companies and focus on finding the best investment options most suitable for each clients' needs and financial objectives.. And you can count on unbiased recommendations and impartial guidance.
Our Team
Founders
Leadership
Leadership
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Leadership
Leadership
Leadership
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Associates
Leadership
Associates
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
We meet with clients semi-annually to check in, but we recommend doing a comprehensive review of your plans every two years and before any major life transition.
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Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Contact Us
107 B Vista Oaks Drive, Lexington, SC, USA
O: 803.532.2233 | F: 803.902.3028 | info@swarmfinancial.com
Today | By Appointment |
After Hours By Appointment Only
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- Leesville, SC: 414 E Railroad Ave, Leesville, SC 29070 - Fridays (By Appointment Only)
- Atlanta, GA and Augusta, GA: Call to Inquire About Schedule
- Other Southeastern U.S. Locations: Call to Inquire About Schedule
- Virtual Appointments Possible:
Swarm Financial Powered By Reaves Agency
107 B Vista Oaks Drive, Lexington, SC, 29072 USA
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