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Who's right for you.

Gerald J. Swift, CFP®

Swift Financial Services Inc.

540 Main Street
Suite 16A
Hyannis, MA 02601
Phone: (508) 771-4992
Fax: (508) 771-4993

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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