4321 Andrew Stuart Blvd. Suite A

(704) 529-1190 info@swgroupnc.com

Dynamic Accounting Services

value added financial services

We also specialize in family-owned and privately-held businesses

Accounting

Let us help you grow and manage

TAX SERVICES

Professional tax preparation services

Financial Planning

Financial advice and guidance

Insurance

Life, Health, and Disability Options

About Us

SW Financial Group, LLC is a dynamic professional service and accounting firm, focused on improving our clients’ business performance through value added financial services. Our mission is to provide clients with innovative, yet practical solutions that improves profitability (performance), anticipates needs and exceeds expectations, enabling them to continue their success. We also specialize in family-owned and privately-held businesses and have the experience, differentiating services and track record to anticipate and meet the challenges confronting business owners. We take pride in the fact that we provide clients with the tools needed to take a business to the next level of success.

Our Services

We want you to live your best life! At SW Financial Group, we aspire to helping you align and integrate your financial, social, family and business lives. Let our experienced staff guide you through the process of assessing your financial situation and determining the steps that best mirror your short term and long term goals.

specialized industry groups

A specialized industry is a distinct market that has a unique way of accounting for transactions and reporting its financial results.

construction / retail industries

Retail and construction businesses have specific demands compared to other businesses. We offer unique accounting solutions to help navigate those intricacies.

Tax / Financial Planning

We base our tax services on your goals and work with you to create a plan tailored to your business and personal financial position.

Forecasts and Projections

We take pride in the fact that we provide clients with the tools needed to take a business to the next level of success.

Services

Get In Touch with Us

If you have any questions, do not hesitate to contact us.

Contact us now