Insights

Financial Focus Swanson Financial Services emphasizes capital preservation, debt elimination, and expense reduction, indicating a strong client focus on wealth stability and cost efficiency, which could benefit from advanced financial technology solutions.

Growth Potential With annual revenues estimated between 10 and 25 million dollars and a small team of 2 to 10 employees, the firm appears poised for expansion and could be receptive to scalable financial management tools and marketing automation services.

Technology Adoption The company's use of diverse digital tools such as Drupal, Google Maps, and PWA shows openness to technological innovation, presenting opportunities for advanced analytics, CRM integrations, or cybersecurity services.

Market Positioning Operating within a competitive landscape alongside large firms like Fidelity and Morgan Stanley suggests a need for differentiated client engagement strategies, which could be supported by customer experience enhancement solutions.

Compliance & Licensing As a registered investment adviser with licensing requirements, Swanson Financial Services may require specialized compliance solutions and secure data management services to streamline regulatory adherence and protect client information.

Similar companies to Swanson Financial Services, Inc.

Swanson Financial Services, Inc. Tech Stack

Swanson Financial Services, Inc. uses 8 technology products and services including Hotjar, Fastly, Drupal, and more. Explore Swanson Financial Services, Inc.'s tech stack below.

Hotjar
Analytics
Fastly
Content Delivery Network
Drupal
Content Management System
Google Maps
Maps
PWA
Miscellaneous
Gravity Forms
Web Platform Extensions
Nginx
Web Servers
AddThis
Widgets

Media & News

Swanson Financial Services, Inc.'s Email Address Formats

Swanson Financial Services, Inc. uses at least 2 format(s):

Swanson Financial Services, Inc. Email Formats	Example	Percentage
First@swansonfs.com	John@swansonfs.com	89%
First.Last@swansonfs.com	John.Doe@swansonfs.com	11%
Last@swansonfinancial.com	Doe@swansonfinancial.com	67%
First@swansonfinancial.com	John@swansonfinancial.com	33%

Frequently Asked Questions

Where is Swanson Financial Services, Inc.'s headquarters located?

Swanson Financial Services, Inc.'s main headquarters is located at 4309 Oakridge Road Lake Oswego, Oregon 97035 United States. The company has employees across 1 continents, including North America.

What is Swanson Financial Services, Inc.'s phone number?

You can contact Swanson Financial Services, Inc.'s main corporate office by phone at

+1-503-603-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Swanson Financial Services, Inc.'s official website and social media links?

Swanson Financial Services, Inc.'s official website is swansonfinancial.com and has social profiles on LinkedIn.

What is Swanson Financial Services, Inc.'s NAICS code?

Swanson Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Swanson Financial Services, Inc. have currently?

As of January 2026, Swanson Financial Services, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include President: R. S.Sales Manager: R. W.Operations Manager: M. H.. Explore Swanson Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Swanson Financial Services, Inc. belong to?

Swanson Financial Services, Inc. operates in the Financial Services industry.

What technology does Swanson Financial Services, Inc. use?

Swanson Financial Services, Inc.'s tech stack includes HotjarFastlyDrupalGoogle MapsPWAGravity FormsNginxAddThis.

What is Swanson Financial Services, Inc.'s email format?

Swanson Financial Services, Inc.'s email format typically follows the pattern of First@swansonfs.com. Find more Swanson Financial Services, Inc. email formats with LeadIQ.

When was Swanson Financial Services, Inc. founded?

Swanson Financial Services, Inc. was founded in 1996.

Swanson Financial Services, Inc.

Q: What technology does Swanson Financial Services, Inc. use?

Swanson Financial Services, Inc.'s tech stack includes Google Maps, Nginx, PHP, Akamai, Font Awesome.

Q: What is Swanson Financial Services, Inc.'s NAICS code?

Swanson Financial Services, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States2-10 Employees

At Swanson Financial Services, Inc., our approach centers on preservation of principal, elimination of debt, reduction of expenses, and increasing savings. We provide financial planning, tax preparation and advice, asset management, insurance programs, and estate planning.

Swanson Financial Services, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Swanson Financial Services, Inc. and its representatives are properly licensed or exempt from licensure.