Nick Swan - Financial Advisor

from Boca Raton, FLmember since November, 2021
Rate: Price by request
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Description:

As an expert in Finance, I acknowledge that a universal solution does not exist. Instead, I prioritize conversing with you about your aspirations, values, and the actions you have already taken. Together with my team, we employ a combination of approaches including Risk Management and Wealth Management to assist you in achieving your desired outcomes.

Service location:

Remotely

Service Reviews

5.0

12 reviews

Service as described
5.0
Communication
5.0
Punctuality
5.0
RW
Robert W.
Nick and I have been colleagues for over eighteen months now, during which time I have found him to be an exceptional professional. His responsiveness, expertise and willingness to clarify concepts have made working with him a pleasure. Thanks to Nick, I have acquired a wealth of knowledge on finance, investment and savings strategies, and he always presents me with all my options and patiently explains each one before we finalize a decision. If you are seeking financial advice and mentorship, I wholeheartedly endorse Nick.
March 1, 2023
EW
Emily W.
Nick's expertise and compassionate nature exceeded our expectations. Despite being retired and in a different field, he provided us with excellent choices for our financial goals. Our recommendation for Nick to cater to your financial needs is highly endorses.
January 20, 2023
RG
Robert G.
I highly recommend Nick for his professionalism, attentive listening skills, and helpful explanations. He has guided me through all my planning options and is always prompt in responding to my queries.
January 11, 2023
SM
Stephanie M.
For more than a year now, I have worked alongside Nick and I have been thoroughly impressed with his exceptional service and expertise. Right from the onset, Nick took ample time to understand my short and long-term financial objectives and together, we established a strong plan to attain them. Nick has played a pivotal role in aiding my retirement plans, navigating the intricate world of investments and planning for significant milestones such as buying a house or saving for children's education. He is always on standby to answer any inquiries and always goes the extra mile to ensure that I am comfortable with every decision we make. One of Nick's qualities that stand out the most is his transparency. He never imposes products or services that do not align with my objectives. Instead, he takes time to expound on the merits and drawbacks of each option we consider, providing me with a sense of absolute trust in his opinions. Since partnering with him, I have witnessed significant progress in my portfolio. In conclusion, I heartily recommend Nick as a trustworthy and knowledgeable financial advisor. He is dedicated to his work and has instilled in me a sense of confidence in my future financial endeavors.
January 11, 2023
RH
Rachel H.
Ever since day one, Nick has been remarkably professional! I have complete faith in his ability to secure a sound financial future for myself and my family. The service he has provided over the years is truly appreciated and I cannot express enough gratitude.
January 11, 2023