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 2016 Five Star Award Wealth Manager for the third straight year.
Five Star Professional in Minneapolis, MN presents The Five Star Award annually to less than 7% of wealth managers through the U.S. and Canada who are recognized for providing quality services to their clients. Read more