SWS Financial Services, Inc.

Description

SWS Financial Services, Inc. operates as a registered broker-dealer and investment adviser that serves independent advisors in the United States of America. The company offers financial products, including investment and retirement accounts, and certificates of deposits; and insurance products, such as annuities, life and health insurance, and health savings accounts. It also provides services, such as online account access, direct deposit, automated clearing house, checking, IRA distribution, fed wires, stock certificate delivery, purchase of non-exchange listed securities, and employee stock option exercise. In addition, the company offers financial reviews and planning services, which include financial needs and insurance reviews, analysis, and recommendations; college planning and funding; tax management; investment and retirement planning; estate planning and conservation; risk management; and charitable giving. Further, it provides services, such as public financing; investment banking services, including financing, merger and acquisition, and financial advisory services; small business loans; commercial loans and lines of credit; factoring; secondary investment loan purchases; and mortgage warehousing services. Furthermore, SWS Financial Services provides tools to enable users to track the financial markets, retrieve quotes, view charts, and monitor the performance of their portfolio. The company was founded in 1983 and is based in Colleyville, Texas. SWS Financial Services, Inc. operates as a subsidiary of SWS Group, Inc.

Tags:

Loans and Financial, Banking Insurance, Investment Banking and Financial Services Company, Bank Securities, Real Estate Banking, Mergers and Acquisitions, Investment Loans, Banking and Investment Management Services, Bank Stock Loans, Banking Markets, Personal Loans, Market Loans, Loan Management