Brand Certified
SWAN Retirement Strategies
5.0(54 reviews)
Certified by SWAN Retirement Strategies • Apr 12, 2026
Business Details
2553 Fruitville Road, Sarasota, FL
34237, United States
Certified by SWAN Retirement Strategies • Apr 12, 2026
(941) 212-2166
Certified by SWAN Retirement Strategies • Apr 12, 2026
https://swanstrategies.com/
Certified by SWAN Retirement Strategies • Apr 12, 2026
About
Certified by SWAN Retirement Strategies • Apr 12, 2026
Financial Planning
SWAN Retirement Services provides financial planning, protection services, social security analysis, wealth management, and financial literacy media to the state of Florida.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Certified by SWAN Retirement Strategies • Apr 12, 2026
Hours
Certified by SWAN Retirement Strategies • Apr 12, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
11/26/20269:00 AM - 5:00 PM
12/25/20269:00 AM - 5:00 PM
1/1/20279:00 AM - 5:00 PM
Reviews
5.0
54 reviews
5 stars
54
4 stars0
3 stars0
2 stars0
1 star0
- MGMike GOct 16, 20255.0I’ve chatted with Murrell a few times now and right away you’ll notice that he’s knowledgeable, friendly, and full of integrity. He had me fill out some financial information ahead of time so he could get a picture of what our situation was, and his insights were extremely helpful. He has relationships with other local financial gurus and explained how he would be able to meet our needs based on our comfort level. He also was able to give me valuable information regarding Trusts. During our appointment, there was no time where he tried to apply pressure or make a sale, which again showed his integrity and character. Really excellent experience and I look forward to investing with SWAN!
- BBbscallanNov 28, 20235.0I switched over to SWAN Retirement Strategies and could not be more satisfied. I am completely confident and comfortable in allowing this agency to handle my finances. Agent Massimo Teresi is excellent at his job...professional, knowledgable, quick response time, and follows up. SWAN delivers a level of customer service rarely seen today. You will be pleasantly pleased to do business with SWAN.
- RDRudy DiazApr 30, 20235.0We have appreciated listening to Murrell’s thoughtful planning and guidance as we review proposals for our retirement planning. He was very professional and courteous. Has gone 100+ % in his presentation and expertise. He is always available to help and answer any questions.
- GCGrace CarverApr 11, 20235.0Murrell is attentive and patient and willing to walk me through all of my questions & concerns. I am confident that my investments are well placed.
Frequently Asked Questions About SWAN Retirement Strategies
What does a financial advisor actually do?
A financial advisor provides comprehensive guidance to help you plan, grow, and safeguard your wealth through various services including investment management, retirement planning, tax-efficient strategies, and ongoing financial advice tailored to your long-term goals.
Who do you typically work with?
We provide services to individuals, families, retirees, and business owners throughout Sarasota, Venice, Englewood, St. Petersburg, and Port Charlotte who are seeking clear financial direction and continuous professional guidance.
Are you a fiduciary?
Yes, we operate as fiduciaries. This means we're legally obligated to act in our clients' best interests at all times, ensuring every recommendation we make prioritizes your financial wellbeing above all else.
How do you get paid?
We maintain complete transparency in our compensation structure, which is fee-based. Some accounts incur no fees while others are charged based on a percentage of assets under management. We thoroughly explain all costs upfront to avoid any unexpected charges.
What services do you offer beyond investing?
Our comprehensive planning services extend beyond investments to include retirement income strategies, tax-efficient investing approaches, estate and legacy planning, risk management solutions, and wealth preservation techniques tailored to your specific needs.
How do you build my investment strategy?
We develop a personalized plan specifically for you based on your goals, risk tolerance, timeline, and current financial situation. We then create a diversified portfolio designed to balance growth potential with appropriate protection measures over time.
How often will we meet or review my plan?
As our client, you'll receive our direct mobile number for texting or calling anytime. We conduct regular reviews either quarterly or semi-annually, and remain consistently available for additional support whenever changes occur in your life or financial circumstances.
What makes SWAN Retirement Strategies different from larger firms?
As a locally owned firm, we provide personalized, one-on-one attention that larger institutions often can't match. We have specialized knowledge of the Florida lifestyle and retirement market, and we view each client as a valued long-term relationship rather than just an account number.
Can you help with retirement planning in Florida?
Retirement planning in Florida is our specialty. We help clients prepare for and enjoy retirement through customized income strategies, Social Security planning guidance, and investment management approaches designed for longevity in Florida's unique economic environment.
What is your investment philosophy?
Our investment philosophy centers on long-term, disciplined approaches that avoid emotional decision-making and short-term market fluctuations. We maintain steady focus on your established goals while adapting to meaningful economic changes when necessary.
Brand Certified Facts from SWAN Retirement Strategies
This information is certified by SWAN Retirement Strategies and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified April 12, 2026Yext Knowledge Graph
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