Broker Check

Our Services

At Swisher Financial Concepts, we provide expert assistance for EVERY level of Investor:

Investments

Full Service Brokerage Accounts

  • Common Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Government Securities

Direct-Held

  • Mutual Funds
  • REITs
  • Variable/Fixed Annuities

Traditional IRA

Roth IRA

529 College Savings/Educational Savings Plans

Financial Planning

  • Retirement Plans
  • Estate Plans
  • Tax Plans
  • Employer Retirement Plans/401(K), Simple IRA, SEP, 403(B)
  • Budget Plans
  • Debt Management

Insurance

  • Individual and Group Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual and Group Health Insurance
  • Medicare Insurance Supplements