Business Details
About
Financial PlanningInvestment ServiceOptions Trading Firms
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Details
- Requires appointmentAvailable
Location
Swesey & Swesey Wealth Management Group
303 5th Ave. South, Edmonds, WA
98020, United States
Hours
Frequently Asked Questions About Swesey & Swesey Wealth Management Group
What services does Swesey & Swesey Wealth Management Group provide?
They offer customized financial advice and investment management strategies to help clients achieve financial security at any life stage.
Where is Swesey & Swesey Wealth Management Group located?
Their office is at 303 5th Ave. South, Suite 100, Edmonds, WA 98020, USA.
What are the business hours of Swesey & Swesey Wealth Management Group?
They are open Monday through Friday from 6:30 AM to 4:00 PM and closed on weekends.
Do I need an appointment to meet with Swesey & Swesey Wealth Management Group?
Yes, appointments are required for consultations.
How can I contact Swesey & Swesey Wealth Management Group?
You can reach them by phone at +1 425-712-7317 or visit their website at https://us.rbcwealthmanagement.com/sweseyandsweseywmg.
Is there another financial advising firm nearby Swesey & Swesey Wealth Management Group?
Yes, the Krause & Thorpe Wealth Management Team at RBC Wealth Management is located nearby and offers similar financial services.
What recreational spots can I visit near Swesey & Swesey Wealth Management Group?
You can visit Hazel Miller Plaza, a public park nearby, perfect for relaxing before or after your appointment.
Are there places nearby Swesey & Swesey Wealth Management Group to enjoy food or drinks?
Yes, nearby spots include Vinbero wine bar and cheese shop, Oasis Tea Zone bubble tea and smoothie bar, and Canarino Gelato coffee shop and Italian restaurant.
Can I combine a visit to Swesey & Swesey Wealth Management Group with other professional services in the area?
Yes, several real estate agents such as the Kealy Home Team and Katie Hanchinamani-Realtor are nearby, making it convenient to manage different professional needs in one trip.
What categories does Swesey & Swesey Wealth Management Group belong to?
It falls under Royal Bank of Canada Wealth Management, Financial Planning, Investment Service, and Options Trading Firms.