Founder and President
David Swanson Jr
As a member of Swanson Financial Services, Inc., the most important thing we can do to make a difference in people’s lives is to treat them well. It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish.
My mission has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment to deliver the same level of service and attention, that every client deserves.
The impact that we can make on people’s lives motivates me to empower others with knowledge so that they can make intelligent decisions with their wealth, and move one step closer to financial freedom and security.
I’m blessed to be able to service the community that helped me become the person I am today. By assisting the next generation of pre retirees and retirees navigate the second half of their financial lives through sound financial planning.