Here at Swenson Advisors, we have instituted a one-of-a-kind experience for our clients, which we like to call SwenEx™. As our client, you will experience the following:
We strive to answer all emails and phone calls in 30 minutes or less.
Meet or exceed the reporting or filing deadlines by 10 days.
We reach out to our clients 3 times a year to express our appreciation.
At Swenson Advisors, we embrace these principles and teach it to all our employees so that your experience with us is exceptional.