SW Financial Group

SW Financial Group

  • 4321 Stuart Andrew Blvd Ste A
  • Charlotte, North Carolina
  • 28217
  • Phone: (704) 332-5100
  • Fax: (704) 333-3399
  • Website

Description

SW Financial Group LLC is a dynamic professional service and accounting firm, focused on improving our clients’ business performance through value added financial services. Our mission is to provide clients with innovative, yet practical solutions that improves profitability (performance), anticipates needs and exceeds expectations, enabling them to continue their success. Our professionals are aligned into specialized industry groups, representing manufacturing, distribution, construction and retail industries, in addition to the medical and legal professions. We also specialize in family-owned and privately-held businesses and have the experience, differentiating services and track record to anticipate and meet the challenges confronting business owners. We take pride in the fact that we provide clients with the tools needed to take a business to the next level of success. Our core competencies – review, tax planning, forecasts and projections – provide a strong foundation for the financial health of a business.

Products & services

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