SWAN Capital - Pensacola, Florida

Address: 107 W Gregory St, Pensacola, FL 32502.
Phone: 8503809558.
Website: swan-capital.com.
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 213 reviews on Google My Business.
Average opinion: 4.9/5.

Location of SWAN Capital

8503809558

SWAN Capital is a financial consulting firm located at Address: 107 W Gregory St, Pensacola, FL 325

Reviews of SWAN Capital

R Jenkins

5/5

Swan Capital. If you're wondering and anxious about your financial plan, or lack thereof, Andrew has put together a team of experts who can bring peace to you and your family as you navigate your future. They not only answer your questions, they ask questions to help you clarify your plans. We were delighted to spend time in the office. You're going to gain confidence to move into the future with Swan insights... Thank you Swan for your insight. When you arrive, enjoy their offering of cookies and coffee/tea. Yum! That was a wonderful treat too.

Carolyn Gramlich

5/5

I went to the Daphne office today for a consultation. When I arrived, there was a sign "Welcome James" and Andrew met with me. He is very knowledgeable, professional, and personable. We discussed many financial planning options, he answered all of my questions, and he made several excellent suggestions that I had not considered. I was amazed at his expertise. I am not a million dollar investor, but Andrew treated me as though I was his most valued client. My wife Carolyn and I look forward to working with Andrew and his team and I highly recommend Swan Capital. Sincerely, James Gramlich "He that handleth a matter wisely shall find good..." Proverbs 16: 20 a.

corey roman

5/5

My wife and I had a meeting with Andrew. From first contact the staff was very helpful, were able to work with our busy schedule to set up a good time to speak. They immediately sent us all the information we needed to have ready to optimize our meeting. Andrew was great to speak with, answered all of our questions, and provided great advice to make sure we set ourselves up for future success.

Cathy Poole

5/5

We transferred from our previous investment/retirement planning firm, to Swan. They recommended several prudent changes given we are both now retired. Everyone was very knowledgeable and always made the time to answer our questions. Have only been with them for a few months, but very satisfied so far.

Gemma Hatfield

5/5

Great experience with Andrew and his team. The comprehensive wealth management approach is exactly what we needed. They are not your typical financial advisors. To know that every area (estate planning, wills, investments, etc.) is covered and works together provides peace of mind. Highly recommend Swan to anyone that is serious about their future.

carl schepper

5/5

I do sleep well at night. Swan has been the best market pick for me. Andrew has handled our family investments for the past 2 plus years. He has a very focused team from inhouse CPA and LAWYER and a team of experts in many fields. Making a great team you can trust!

Erin Webb Roberts

5/5

We love Andrew and his team! We’ve been with them since Andrew did a retirement seminar for federal and military members and he provided a wealth of knowledge that truly helped us prepare for our future. If you don’t have a financial team, I highly recommend this one!

Curtis Evans

5/5

I am very impressed. I first checked google about Swan Capital and all reviews were great. The first visit till now has been a great experience. Andrew McNair and Staff are very professional, friendly and have a very good business culture. I highly recommend their services