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Swan Retirement Planning
56 East Main Street, Ventura, California, United States
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About the Swan Retirement Planning
Swan Retirement Planning is a boutique financial planning firm located at 56 East Main Street in Ventura, California. As a finance and insurance agency, we specialize in providing personalized, goal-based financial solutions for individual families. Our experienced advisors work closely with clients to create customized plans that align with their unique financial goals, whether it be retirement planning, education funding, or legacy building. With a focus on building enduring relationships, our team at Swan Retirement Planning offers steadfast support and guidance as your financial needs evolve over time. With over two decades of industry expertise, you can trust us to help you secure a prosperous financial future.
Photos of Swan Retirement Planning
56 E Main St UNIT 205, Ventura, CA 93001, United States
Opening hours of Swan Retirement Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Swan Retirement Planning
"Gabe is a personable, honest man who looks out for YOUR best interests. He is very knowledgeable and always available to discuss your needs. Gabe helped me plan my retirement and continues to take care of my investments in a most profitable way. I’ve been with Gabe for over 5 years and have referred friends who are all pleased with his services."
"Gabe is different from most financial planners that I’ve met. He’s not going to try to slow sell, fast sell, hard sell, or any sell.... he’s simply going to share his experience and guide you I a smart plan for your future. Gabe is brilliant to work with and as a young professional who is looking to grow my wealth, I’m excited to work with him for a very long time. If you’re on the fence and waiting for a sign, here you go. Do it. Stop.... you’re overthinking it. Trust Gabe, and tell him this was the review that did it."
"Gabe is the man!!! This guy is so easy and fun to work with, however this guy know his stuff!!! He will design a package that works with you for you. I am so happy I have found Gabe and happy to have him help me with my retirement."
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