SW Financial Management 39170 North Kennedy Drive, San Tan Valley, AZ 85140

"I would highly recommend Stephanie @ SW Financial Management for all your financial management & strategic planning needs. She always provides excellent advice on how to best manage my portfolio of assets. Additionally, Stephanie is highly professional and an expert in her field, but most importantly she is an exceptionally kind and caring person. I highly recommend!"

"When our company has a wealth management question or issue that arises we contact Stephanie to consult with us on the best course of action. We have found her depth of knowledge in planning, investment and tax matters to be extensive and thorough. She also has resources within her company to research issues that do not have an immediate resolution and comes back with an in depth answer that will help our clients to make effective decisions on how to deploy their assets to achieve greater returns."

"Stephanie Williams, owner of SW Financial Management has been handling my accounts for nearly three years. My portfolio has grown significantly due to her excellent advice and foresight. When my father passed away, she had all the paperwork to me immediately to secure and transfer his accounts to prevent identity theft and other circumstances that could have been financially disastrous. So very important during these times! She contacts me on quarterly basis to make sure I'm happy with the options in my portfolio. Her transition to LPL Financial from Western was a good one for me because the statements I receive are much easier to read in layman's terms and I have online access 24/7 to my accounts. I HIGHLY recommend her!"