SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas

Address: 3945 N Vantage Dr Ste 3, Fayetteville, AR 72703, United States.
Phone: 4794359955.
Website: raymondjames.com.
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 4.9/5.

Location of SWK Financial Planning Advisors of Raymond James

SWK Financial Planning Advisors of Raymond James, located at Address: 3945 N Vantage Dr Ste 3, Fayetteville, AR 727

Reviews of SWK Financial Planning Advisors of Raymond James

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Rita Littrell
5/5

Working with Deena Wright has been easy and affirming. She cares about her clients and their goals and works tirelessly to help them achieve them. I recommend you jump at the opportunity if she is accepting new clients. Some of our family members have used Jim Ed Summers, who has been very helpful.

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Jake Edwards
5/5

I have had a great experience with SWK. Tanner was very knowledgeable and provided my family and I expert financial guidance with no pressure at all. We feel extremely confident in our financial future thanks to Tanner and the great team at SWK.

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Cyndi DePew
5/5

We’ve been with Jim Ed for several years. And very satisfied. He knows what we want and need with our financial portfolio. He keeps us up to date so we don’t have to worry about the future.

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Ryan Higgins
5/5

Tanner Bass is an outstanding financial advisor that will listen to your goals, dreams and financial risk tolerance to help you map out a financial plan to help those goals and dreams come true.

He will help educate, simplify, and reduce stress by assisting in creating holistic plans that cover every need unique to you and your family.

Talking to Tanner was the first step in my journey to successfully finding financial freedom. Don’t hesitate in reaching out to him and doing the same!

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Debbie Williams
5/5

My family has been with Jim Ed Summers for our investments for a very long time. The reason we stay with him is his Professionalism and Loyalty to his Clients. When he communicates with us, he is very explanatory with his recommendations. He is a man of integrity and we trust him. Recently my Mother passed away and there were many forms to fill out for her life insurance and several annuities as beneficiary. I called Jim Ed's office one day to ask a question about one of the forms and he said, "We can help you fill those out." Wow what a blessing. He and his staff are all knowledgeable, it took them minutes, where it would have taken me much longer. We have referred several new Clients to him at SWK Financial Planning Advisors of Raymond James. I recently noticed SWK has been selected on the 2023 list of Forbes Best in State Wealth Management Team.

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Randy Hamilton
5/5

Exceptional customer service experience! Deena Wright demonstrated impressive depth of knowledge, responded promptly to inquiries, and maintained a consistently friendly demeanor throughout. Highly recommend!

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Shannon Dawn
5/5

SWK hands down has made my mother-in-law’s future and retirement much more lucrative than the company she was using before. They are personal, caring and in touch with what is going on in the market. SWK is very comforting and easy to talk to about financials and not intimidating. I highly recommend this financial group for all your needs from 401 k to investments…. They do it all!

SWK Financial Planning Advisors of Raymond James - Fayetteville, Arkansas
Jennifer Enlow
5/5

We completely trust SWK with our investments, and appreciate their willingness to go above and beyond. They are extremely helpful, always available and very knowledgeable. Deena Wright spends the extra time to look at the big picture to ensure her clients are well informed.

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