Phil Swan is a Vice President at Norwood Financial Services at Norwood Bank and an Investment Executive with Infinex Financial Group.
With a solid background at one of Wall Street’s most respected firms, Phil joined Norwood Financial Services in 2004. “I wanted to work in an environment where I could meet with my clients face to face, somewhere where they would feel comfortable to just walk in with a question or concern that I could help with — Norwood Financial Services at Norwood Bank is that place.”
Norwood Financial Services offers access to investment, financial and retirement planning and advice to their clients. “I like to tell people, if you have a question with a dollar sign attached to it, I can help.”
A graduate of Boston University’s advanced program for Financial Planners and a member of the Financial Planners Association of Massachusetts, Phil has earned the RFP (Registered Financial Planner) and CLTC (Certified in Long Term Care) designations. He is a Registered Representative, a Registered Investment Advisor Representative and holds life and health insurance licenses.
“Unlike most folks in this business, I am not on commission; I am paid a salary — so you can always feel confident that my advice will be in your best interest — not mine.”
See for yourself by contacting Phil today at 781-440-4234.
Phil Swan has been named a 2018 Five Star Award Wealth Manager for the fifth straight year.
Five Star Professional in Minneapolis, MN presents The Five Star Award annually to less than 6% of wealth managers through the U.S. and Canada who are recognized for providing quality services to their clients. Read more
The Five Star Disclosure: The Five Sta Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.