SERVICES | Overview

We walk the pathway meeting the needs of high-net-worth individuals, successful business owners and retirees. Utilizing advanced asset allocation, risk tolerance, and estate preservation software to help define your individual needs.

  
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Retirement Planning

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Estate Planning

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Investment Planning

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Insurance

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Tax Planning





 540 Main Street, Suite 16A • Hyannis, MA 02601
Tele: 508.771.4992 • 
gjswift@swiftfinancialservices.com • Fax: 508.771.4993

The Axial "A" logo, PINCAP®, and PCMI® are registered trademarks of Axial Financial Network, LLC, and/or its affiliates. The marks "Centered on You"?, AFG?, ABG?, AFP?, Swift Financial Services?, Axial Insurance Group?, and the Axial Family of Companies? are proprietary servicemarks of Axial Financial Network, LLC. All rights reserved.

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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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