SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas

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SWK Financial Planning Advisors of Raymond James

Located at 3945 N Vantage Dr Ste 3, Fayetteville, AR 72703, United States, SWK Financial Planning Advisors of Raymond James is a reputable financial planning firm offering top-notch services to its clients. The firm specializes in financial planning and consultancy, ensuring clients have a secure financial future. They are well-equipped to help individuals and families achieve their financial goals through personalized and professional advice.

About Us

At SWK Financial Planning Advisors of Raymond James, we pride ourselves on providing exceptional service and personalized attention to each of our clients. Our team of expert financial advisors is dedicated to helping you create and execute a financial plan that meets your unique needs and goals. We work closely with you to understand your current financial situation and future aspirations, and then develop a comprehensive plan that addresses your concerns and takes advantage of opportunities for growth and wealth preservation.

Services

We offer a wide range of financial planning services, including:

• Investment Planning: We help you build a diversified investment portfolio that aligns with your financial goals and risk tolerance.
• Retirement Planning: We provide strategies to ensure you have sufficient funds for a comfortable retirement.
• Insurance Planning: We help you choose the right insurance policies to protect you and your family.
• Estate Planning: We assist in creating a comprehensive estate plan to protect your assets and ensure they are distributed according to your wishes.

Why Choose Us

At SWK Financial Planning Advisors of Raymond James, our commitment to our clients' success is unmatched. We pride ourselves on our in-depth knowledge of the financial industry, our personalized approach, and our dedication to helping our clients achieve their financial goals. Our team works tirelessly to ensure that every client's needs are met with the highest level of care and attention.

Accessibility

We understand that accessibility is a key factor for our clients. Our office is equipped with facilities that cater to those with disabilities, including a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure we can provide you with the personalized attention you deserve.

Testimonials

Our clients speak volumes about the quality of our service. With an impressive average rating of 4.9 out of 5 stars based on 18 reviews on Google My Business, we have consistently exceeded our clients' expectations. Our team's dedication and expertise have been highlighted in many positive reviews, with clients praising our knowledgeable advisors and personalized service.

One client, Deena Wright, shared, '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.' Another client, Jim Ed Summers, was described as 'very helpful.' Our clients also appreciate the expert financial guidance provided by our team, such as Tanner, who 'provided my family and I expert financial guidance with no pressure at all.'

Contact Us

If you're looking for professional and personalized financial planning services, look no further than SWK Financial Planning Advisors of Raymond James. You can reach us at 4794359955 or visit our website at raymondjames.com.

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"summary": "SWK Financial Planning Advisors of Raymond James is a reputable financial planning firm located in Fayetteville, AR. They specialize in financial planning and consultancy, offering personalized and professional advice to help clients achieve their financial goals.",
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👍 Reviews of SWK Financial Planning Advisors of Raymond James

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.

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!

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.

Stephanie S.

5/5

I cannot recommend this team highly enough. They are knowledgeable, kind, and trustworthy. They have helped me navigate major life changes with compassion and care and truly make me feel like we are friends, not just advisor/client. Deena has taken the time to understand my goals and ensure we can meet both short-term and long-term objectives. She also has pointed me to other professionals (e.g., tax advisors) when needed to ensure those goals are met and the best decisions possible are made. SWK has been a huge blessing to me!

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!