Welcome
Insurance and Investment planning, with a Personal Touch
Let's plan your brighter future! Whether you are thinking about insurance, need finanical planning, or just want some financial advice, we’re here to help!
Let's plan your brighter future! Whether you are thinking about insurance, need finanical planning, or just want some financial advice, we’re here to help!
We are passionate about helping both companies and individuals with finanical planning, managing assets, giving financial advice, and reducing risk. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. Our associates use proven planning strategies designed to meet your needs.
We can start by documenting your goals and then compare them to your current plan. Our associates use proven strategies designed to meet your finanical planning goals. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
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Send us a message and tell us more about your finanical planning goals or insurance needs. We will get back to you soon to schedule a consultation.
3608 Landmark Drive, Suite C, Columbia, South Carolina 29204, United States
(803) 233-1809 - Insurance Services (803) 490-7671 - Investment Services contact@swagfinancial.com - General Information client.care@swagfinancial.com - Account Service careers@swagfinamcial.com - Career Inquiries
Open today | 09:00 am – 05:00 pm |
Monday - Thursday: 9am - 5pm
Friday: 9am - 2pm - After 2pm By appointment
Saturday: By appointment
Sunday: Closed
Strategic Wealth & Associates
3608 Landmark Drive, Suite C, Columbia, South Carolina 29204, United States
Copyright © 2022 Strategic Wealth & Associates - All Rights Reserved.
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