What is Swanson Financial Services, Inc.'s NAICS code?

Swanson Financial Services, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Client-Centric Services Swanson Financial Services emphasizes personalized financial planning, tax advice, and estate planning, indicating an opportunity to offer advanced financial software, CRM solutions, or client engagement tools to enhance their service delivery.

Technology Adoption The company's use of digital tools such as Microsoft Clarity, Google Maps, and PWA suggests openness to innovative web and data analytics solutions that can further optimize client experience and operational efficiency.

Growth Potential With a revenue range of 10 to 25 million and a small team, there is significant growth potential, making scalable financial technology platforms and training solutions attractive for expansion and capacity building.

Competitive Positioning Positioned among industry giants like Fidelity and Merrill Lynch, Swanson Financial Services could benefit from strategic partnerships with wealth management technology providers or marketing agencies to better differentiate and scale their services.

Market Focus Operating in the well-established financial services sector, there are opportunities to introduce compliance, cybersecurity, and data protection solutions to support their advisory and fiduciary responsibilities.

Similar companies to Swanson Financial Services, Inc.

Swanson Financial Services, Inc. Tech Stack

Swanson Financial Services, Inc. uses 8 technology products and services including Microsoft Clarity, Akamai, Google Maps, and more. Explore Swanson Financial Services, Inc.'s tech stack below.

Microsoft Clarity
Analytics
Akamai
Content Delivery Network
Google Maps
Maps
PWA
Miscellaneous
Flywheel
Platform As A Service
Gravity Forms
Web Platform Extensions
Nginx
Web Servers
Facebook
Widgets

Media & News

Swanson Financial Services, Inc.'s Email Address Formats

Swanson Financial Services, Inc. uses at least 2 format(s):

Swanson Financial Services, Inc. Email Formats	Example	Percentage
First@swansonfs.com	John@swansonfs.com	89%
First.Last@swansonfs.com	John.Doe@swansonfs.com	11%
Last@swansonfinancial.com	Doe@swansonfinancial.com	67%
First@swansonfinancial.com	John@swansonfinancial.com	33%

Frequently Asked Questions

Where is Swanson Financial Services, Inc.'s headquarters located?

Swanson Financial Services, Inc.'s main headquarters is located at 4309 Oakridge Road Lake Oswego, Oregon 97035 United States. The company has employees across 1 continents, including North America.

What is Swanson Financial Services, Inc.'s phone number?

You can contact Swanson Financial Services, Inc.'s main corporate office by phone at

+1-503-603-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Swanson Financial Services, Inc.'s official website and social media links?

Swanson Financial Services, Inc.'s official website is swansonfinancial.com and has social profiles on LinkedIn.

What is Swanson Financial Services, Inc.'s SIC code NAICS code?

Swanson Financial Services, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Swanson Financial Services, Inc. have currently?

As of January 2026, Swanson Financial Services, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include President: R. S.Sales Manager: R. W.Operations Manager: M. H.. Explore Swanson Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Swanson Financial Services, Inc. belong to?

Swanson Financial Services, Inc. operates in the Financial Services industry.

What technology does Swanson Financial Services, Inc. use?

Swanson Financial Services, Inc.'s tech stack includes Microsoft ClarityAkamaiGoogle MapsPWAFlywheelGravity FormsNginxFacebook.

What is Swanson Financial Services, Inc.'s email format?

Swanson Financial Services, Inc.'s email format typically follows the pattern of First@swansonfs.com. Find more Swanson Financial Services, Inc. email formats with LeadIQ.

When was Swanson Financial Services, Inc. founded?

Swanson Financial Services, Inc. was founded in 1996.

Swanson Financial Services, Inc.

Q: What technology does Swanson Financial Services, Inc. use?

Swanson Financial Services, Inc.'s tech stack includes Nginx, Preact, The Trade Desk, Fastly, Facebook.

Financial ServicesOregon, United States2-10 Employees

At Swanson Financial Services, Inc., our approach centers on preservation of principal, elimination of debt, reduction of expenses, and increasing savings. We provide financial planning, tax preparation and advice, asset management, insurance programs, and estate planning.

Swanson Financial Services, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Swanson Financial Services, Inc. and its representatives are properly licensed or exempt from licensure.