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Scott B. Swanson
CFP®
Vice President, Financial Planner
5847 San Felipe Road
Suite 1400
Houston, TX 77057
Phone: 713-781-7731
Fax: 713-781-7730
Toll-Free: 800-338-7731
Contact Us
Map & Directions |
PhilosophyScott believes financial planning should be the basis for all financial decisions. Each stage of life typically brings about change, from the birth of a child to funding a college education, from the formation of a new business to the rewards of retirement and the transfer of wealth to a family. Life is full of changes which require the need to plan ahead. Financial planning helps people prudently plan ahead by taking into consideration the impact of taxation, market risk and natural risks on their efforts to fund their long term financial goals. Scott is driven by the philosophy of helping people improve their quality of life through prudent financial planning.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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