SWIFT FINANCIAL SERVICES, INC.
NAPLES, FLORIDA

SWIFT FINANCIAL SERVICES, INC. is an independent financial services firm specializing in retirement, estate, investment, insurance, and tax planning, headquartered in Naples, Florida. Established on December 22, 2017, with the filing number F17000005772 under the company type FORP, Swift Financial Services exemplifies a commitment to providing personalized and high-quality service to their clients. The firm prides itself on its independence from any particular investment product or company, ensuring client-focused services with no conflicts of interest. Serving clients in select states across the U.S., including AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, the company collaborates with Commonwealth Financial Network® for a comprehensive suite of financial solutions. Notably, their offerings are not FDIC- or NCUA-insured and involve risks including potential loss of principal. The firm’s leadership team includes founder Gerald J Swift as President and CEO, who is complemented by Bill, an experienced wealth management expert with extensive experience in finance starting his career at Smith Barney. Tracey, bringing two decades of financial services expertise, provides technical support, portfolio maintenance, asset allocation decisions, and liaises with wholesalers for mutual funds and variable annuities. Briana, previously managing a well-known building company, adds industry insight into the team. Clients benefit from personalized service facilitated by the firm's reliance on Commonwealth Financial Network's extensive experience in independent brokerage. This strategic partnership allows Swift Financial Services to offer diverse financial products tailored to specific client needs. The firm's comprehensive planning services emphasize education and practical guidance for successful retirement and wealth management strategies. Visit swiftfinancialservices.com for more information or reach out at their Naples office via (508) 771-4992 or (508) 771-4993.