Preservation of Wealth services. Tax,Investment,Insurance,Estate Planning advise. Small Business Retirement plan design,administration,management.
Our Business services are focused towards the business owner nearing retirement. Tax law changes have created enormous opportunities for the small business owner. Contribution limits have been increased and more than ever before small businesses need to pay attention or risk loss of benefits. Older retirement plans that have not incorporated the tax law changes maybe costing the owner and the employees valuable retirement benefits. The choice is a simple one, contribute more to retirement or...
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 AM
- Tue 8:00 AM - 5:00 AM
- Wed 8:00 AM - 5:00 AM
- Thu 8:00 AM - 5:00 AM
- Fri 8:00 AM - 5:00 AM
- Sat CLOSED
-
Thu 8:00 AM - 5:00 AMOPEN NOW
- Location TypeHQ
- Opening Date1996
- Annual Revenue Estimate$500,000 to $1 million
- SIC Code show
- Employees2 to 4
- Contactsshow
- President David Swanson
- Phone (503) 603-9900
- Email [email protected]
- Fax (503) 624-1855
Swanson Financial Services Inc is an unclaimed page. Claim it for free to:
Update listing information
Respond to reviews
Add business hours, photos and much more