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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
107 W Gregory St, Pensacola, FL, 32502, United States
Get directionsWeekday | 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 |
Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. They are approachable, personal & just down right easy to communicate with. To them, there are no dumb questions. They are fiduciary!
Andrew and his staff are very friendly and easy to work with they truly care about their clients. Andrew is also very knowledgeable about financial issues. I highly recommend them and also the veterans benefit project too
Andrew Mcnair and his staff at Swan Capital have done an excellent job in assessing and updating my retirement and estate plans. My retirement plan needed updating due to my retiring and relocating from Colorado to Alabama, and due to changing market conditions. Swan Capital has provided me knowledgeable and friendly financial advice and services in updating my retirement plan to protect my assets while providing moderate growth so that I can meet my financial goals in retirement, both now and in the future. I am a new... read more
Swan Capital has a 4.9 star rating with 278 reviews.
Swan Capital is closed now. It will open tomorrow at 9:00 a.m.
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