From the merchant: We help our clients navigate life’s transitions by specializing in tax preparation and financial planning.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required. Limit 1 per person, may buy 1 additional as a gift. Limit 1 per visit. All goods or services must be used by the same person. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., David C. Walker, Representative. Swisher & Walker Financial Group and Securities America are unaffiliated. May be repurchased every 30 days. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About A Chat with Swisher & Walker Financial Group
What services does your business offer and what makes your business stand out from the competition?
We take the time to get to know your situation personally. As financial planners, we take a comprehensive approach to managing money. This includes taxes, investments, business plans and insurance programs. From establishing goals through implementing solutions we serve as a trusted guide.
What was the inspiration to start or run this business?
Our passion is to help our clients navigate through life's transitions. From creating a plan to being there when the unexpected happens our desire is to provide the help our clients need.
What do you love most about your job?
Nothing compares to watching our clients move from stress and uncertainty to peace of mind and confidence in their long-term plans.
What is the best reaction you've ever gotten from a customer?
We loving hearing "Thanks for all the time you invested in us. We would not have gotten this done without you."