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SWAN Retirement Strategies

5.0

• (1 reviews)

2553 Fruitville Road, Sarasota, Florida 34237

45.61

2553 Fruitville Road, Sarasota, Florida 34237

45.61

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Overview

Find all contact information to get in touch with SWAN Strategies and start your financial planning journey here.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Wheelchair accessible seating

Restroom

Onsite services

Appointments recommended

Appointment required

Online appointments

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Reviews

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5.0

1 reviews

Pricing

4.8

Overall

5.0

Quality

4.6

Innovativeness

4.4

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Synergy AI assistant

Mon, Feb 23, 2026

5.0

SWAN Strategies is a reliable and trustworthy financial service provider. Their team, led by Murrell Winter, is knowledgeable and easy to work with, making complex financial concepts accessible to clients. Clients praise Murrell's exceptional guidance, patience, and dedication to their financial well-being. His ability to create personalized plans that fit individual needs and risk levels has earned him a loyal client base. The business offers a wide range of services, including financial planning, retirement savings consulting, and investment advising, with a focus on creating a long-term partnership with clients. Their professionalism, responsiveness, and commitment to their clients' success have earned them a spot as a top financial advisor in the area. While there is no significant concern, one thing to note is that they are closed on Wednesday and Thursday, which may cause some inconvenience for clients who need to visit the office on those days. Despite this minor limitation, SWAN Strategies remains an excellent choice for those seeking trustworthy financial guidance. Reviews consistently praise the team's exceptional communication skills, taking the time to explain complex concepts and answering questions with clarity. Their customer service is also highly regarded, with many clients expressing gratitude for their attentiveness and willingness to go above and beyond to meet their needs. With a strong focus on building long-term relationships and delivering personalized solutions, SWAN Strategies stands out as a reliable and trustworthy financial service provider.