SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas

Address: 3945 N Vantage Dr Ste 3, Fayetteville, AR 72703, United States.
Phone: 4794359955.
Website: raymondjames.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of SWK Financial Planning Advisors of Raymond James

☎️4794359955

⏰ Open Hours of SWK Financial Planning Advisors of Raymond James

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

SWK Financial Planning Advisors of Raymond James is a reputable financial planning and consulting firm located at "Address: 3945 N Vantage Dr Ste 3, Fayetteville, AR 72703, United States."

With a phone number: 4794359955, this firm has established itself as a trustworthy resource for financial advice. Their website, raymondjames.com, provides additional information about their services and team.

Specialties

Their specialties include financial planning and consulting, making them an excellent choice for individuals and families seeking expert guidance on their financial future. With a team of dedicated professionals, SWK Financial Planning Advisors of Raymond James is well-equipped to help clients achieve their financial goals.

Other Points of Interest

The firm is wheelchair-accessible, with designated parking spaces, an accessible entrance, and toilets. Appointments are required, and it is recommended to schedule in advance to ensure availability.

Opinions and Average Opinion

SWK Financial Planning Advisors of Raymond James has received 18 reviews on Google My Business, with an impressive average opinion of 4.9/5.

Some reviewers have praised the firm for its knowledgeable staff and excellent service. One reviewer noted, "Working with Deena Wright has been easy and affirming. She cares about her clients and their goals and works tirelessly to help them achieve them. I recommend you jump at the opportunity if she is accepting new clients." Another reviewer shared, "I have had a great experience with SWK. Tanner was very knowledgeable and provided my family and I expert financial guidance with no pressure at all. We feel extremely confident in our financial future thanks to Tanner and the great team at SWK."

Recommendation

Given the firm's strong reputation, expertise, and commitment to client satisfaction, we highly recommend contacting SWK Financial Planning Advisors of Raymond James for your financial planning and consulting needs. Their team of professionals is dedicated to helping clients achieve their financial goals and providing expert guidance. You can reach out to them through their website, raymondjames.com.

👍 Reviews of SWK Financial Planning Advisors of Raymond James

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas

Rita L.

5/5

Working with Deena Wright has been easy and affirming. She cares about her clients and their goals and works tirelessly to help them achieve them. I recommend you jump at the opportunity if she is accepting new clients. Some of our family members have used Jim Ed Summers, who has been very helpful.

Jake E.

5/5

I have had a great experience with SWK. Tanner was very knowledgeable and provided my family and I expert financial guidance with no pressure at all. We feel extremely confident in our financial future thanks to Tanner and the great team at SWK.

Debbie W.

5/5

My family has been with Jim Ed Summers for our investments for a very long time. The reason we stay with him is his Professionalism and Loyalty to his Clients. When he communicates with us, he is very explanatory with his recommendations. He is a man of integrity and we trust him. Recently my Mother passed away and there were many forms to fill out for her life insurance and several annuities as beneficiary. I called Jim Ed's office one day to ask a question about one of the forms and he said, "We can help you fill those out." Wow what a blessing. He and his staff are all knowledgeable, it took them minutes, where it would have taken me much longer. We have referred several new Clients to him at SWK Financial Planning Advisors of Raymond James. I recently noticed SWK has been selected on the 2023 list of Forbes Best in State Wealth Management Team.

Cyndi D.

5/5

We’ve been with Jim Ed for several years. And very satisfied. He knows what we want and need with our financial portfolio. He keeps us up to date so we don’t have to worry about the future.

Ryan H.

5/5

Tanner Bass is an outstanding financial advisor that will listen to your goals, dreams and financial risk tolerance to help you map out a financial plan to help those goals and dreams come true.

He will help educate, simplify, and reduce stress by assisting in creating holistic plans that cover every need unique to you and your family.

Talking to Tanner was the first step in my journey to successfully finding financial freedom. Don’t hesitate in reaching out to him and doing the same!

Shannon D.

5/5

SWK hands down has made my mother-in-law’s future and retirement much more lucrative than the company she was using before. They are personal, caring and in touch with what is going on in the market. SWK is very comforting and easy to talk to about financials and not intimidating. I highly recommend this financial group for all your needs from 401 k to investments…. They do it all!

Jennifer E.

5/5

We completely trust SWK with our investments, and appreciate their willingness to go above and beyond. They are extremely helpful, always available and very knowledgeable. Deena Wright spends the extra time to look at the big picture to ensure her clients are well informed.

Whitney B.

5/5

I cannot say enough great things about the entire team at SWK. I have been working with Deena and she always makes me feel like I am part of the family and that I am her only client. Their customer service is impeccable and their response time is incredibly fast. Stephanie has also gone above and beyond to help me with other facets of their business that I didn't even know they could help me with! I also love how community minded the entire team is. SWK is top notch in my book. They are more than financial advisors, they are family.