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Swan Capital
- Financial Services
- Pensacola, FL
About this business
SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique a... read more
Location details
107 W Gregory St, Pensacola, FL, 32502, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
A friend who knows investing recommended SWAN Capital after my wife wanted someone to manage our finances in case I croak. We made an appointment and have been completely satisfied since. Andrew Mcnair reviewed our investments, bank accounts, Last Will and insurance and made recommendations. We would recommend him and his work.
SWAN-Capital has taken such a load off my mind. Through this company we have been able to get all of our legal needs met, retirement funds invested and access qualified assistance needed to get our Medicare insurance in place. I know my future will be better because we went to their seminar 3 months ago. Who knew the difference it would make for us. I would highly recommend their services.
I have thoroughly enjoyed working with Andrew. He is always able to answer my questions. His staff is very professional. I am delighted to be working with Swan Capital.
Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. I recommend Swan Capital and Andrew Mcnair if you want results.
We loved Andrew and feel his advice is spot on. Looking forward to a continued relationship. Teresa and Charles W.
I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". That's a good feeling knowing that... read more
Been with Andrew for just less then a year. I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. I am very happy with Andrew's advise. He is great to work with and I can always get answers to my questions.
Andrew a has a ton of positive energy! I have been investing for over 35 years. I tried to do my own investing and was mediocre at best. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Not only was his speak on what he does for people very well articulated the food was awesome too! And Andrew was gracious enough to handle the bill for the whole group. Bottom line: we are very comfortable, very pleased with our progress, impressed with his accessibilit... read more
We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. We came with questions and left with answers. Staff is kind and attentive. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help!
Frequently asked questions about Swan Capital
How is Swan Capital rated?
Swan Capital has a 4.9 star rating with 283 reviews.
When is Swan Capital open?
Swan Capital is closed now. It will open tomorrow at 9:00 a.m.
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