History - Philosophy
Like you, we're in this for the long term.
Swift Associates was founded in 1985 in Sandwich, Massachusetts, to offer financial and insurance planning to individuals and small companies in the Cape Cod area. We quickly found that many of our clients had a need for a broader range of financial services, and within a few years, Swift Associates evolved into a full-service, independent financial services firm, becoming Swift Financial Services, Inc.
Clients who were with us in the beginning know that the guiding principles of our firm have remained constant; we offer expert guidance while providing world-class service.
We expect these principles to help us stand out in the financial marketplace as we progress into the future.