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To schedule a time to discuss your financial future contact us below or call (618) 939-8828 today!
200 S. Market Street
Waterloo, IL 62298
P: (618) 939-8828
F: (618) 939-8990
info@swm-inc.com
BUSINESS HOURS
Please schedule an appointment.
MON - THURS 8am - 5pm
FRI 8am - 3pm
Income Plan
Request a personalized Income Plan
Contact us for this complimentary, no-strings-attached Income Plan. All we need to get started is basic information regarding your goals and current investment holdings.
Portfolio Analysis
Request a personalized Portfolio Analysis
Contact us for this complimentary, no-strings-attached Portfolio Analysis Report. All we need to get started is basic information regarding your goals and current investment holdings.