Swanson Financial Services, Inc. Employee Directory

Financial ServicesOregon, United States11-50 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.

Find Swanson Financial Services, Inc. employees' phone numbers or email addresses

Swanson Financial Services, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Swanson Financial Services, Inc.'s Leadership

  • Stylized image of a person
    R. S.
    President
    Phone icon
  • Stylized image of a person
    R. W.
    Sales Manager
    Phone icon
  • Stylized image of a person
    M. H.
    Operations Manager
    Phone icon
  • Stylized image of a person
    D. S.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon

Contact profiles from Swanson Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    President
    Phone icon
    Sep 11, 2025
  • Stylized image of a person
    R. W.
    Sales Manager
    Phone icon
    United StatesLouisiana
    Oct 26, 2025
  • Stylized image of a person
    M. H.
    Operations Manager
    Phone icon
    United StatesOregon
    Jun 27, 2025
  • Stylized image of a person
    D. S.
    Financial Advisor
    Phone icon
    UNITED STATES
    Oct 27, 2025
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon
    United StatesWisconsin
    Oct 20, 2025

Frequently Asked Questions

What is Swanson Financial Services, Inc. known for?

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Swanson Financial Services, Inc. was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Swanson Financial Services, Inc.'s company overview page for more information.

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

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Swanson Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Swanson Financial Services, Inc. email formats with LeadIQ.

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

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Swanson Financial Services, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Swanson Financial Services, Inc.'s key employees and leadership?

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As of December 2025, Swanson Financial Services, Inc.'s key employees include:

  • President: R. S.
  • Sales Manager: R. W.
  • Operations Manager: M. H.
  • Financial Advisor: D. S.
  • Administrative Assistant: K. S.

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