Company Overview
- Headquarters
- 4309 Oakridge Rd, Lake Oswego OR
- Website
- swansonfinancial.com
- Phone
- (503) 603-9900
- Employees
- 10
- Founded in
- 1996
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$45B
Who is Swanson Financial Services Inc
Swanson Financial Services Inc. is a financial services company based in Lake Oswego, Oregon. The company employs 10 people and generates an annual revenue of $45 million. Swanson Financial Services offers a comprehensive suite of financial services designed to help individuals and families achieve their financial goals. Their services include financial planning, tax preparation and advice, asset management, insurance programs, and estate planning. The company distinguishes itself by prioritizing the preservation of principal, debt elimination, expense reduction, and savings maximization in its approach to financial planning. Swanson Financial Services Inc. is a Registered Investment Adviser, ensuring clients receive advice from qualified professionals. For more information about Swanson Financial Services Inc. and its services, visit their website at swansonfinancial.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 45M | 308 | New York, NY | 2012 | |
| 45M | 176 | Petaluma, CA | 1977 | |
| 44M | 43 | Tucson, AZ | 2001 | |
| 44M | 40 | Cincinnati, OH | 2009 | |
| 44M | 227 | Santa Clara, CA | 2009 |