Service Details
Mortgage & Lending
Our mortgage and lending solutions are designed to help you achieve your financial goals, whether you're buying a home, refinancing an existing mortgage, or seeking funds for business expansion.
At Swift Bank, we understand that every borrower's needs are unique. That's why we offer a wide range of lending options with competitive rates and flexible terms to suit your specific situation.
Our Mortgage & Lending Services Include:
- Home Mortgage Loans with competitive rates and flexible terms
- Home Equity Lines of Credit (HELOC) for accessing your home's equity
- Personal Loans for various needs, from debt consolidation to major purchases
- Business Loans and Lines of Credit to support your business growth
- Commercial Real Estate Loans for property investment and development
Ready to explore your lending options?
Our lending specialists are ready to help you find the right solution for your needs.
Contact a Lending SpecialistRetirement Planning
Our comprehensive retirement planning services help you prepare for a secure and comfortable future. We work with you to develop a personalized strategy that aligns with your retirement goals and timeline.
Whether you're just starting to save for retirement or are nearing retirement age, our expert advisors can help you create a plan that maximizes your savings and ensures a comfortable retirement.
Our Retirement Planning Services Include:
- Individual Retirement Accounts (IRAs) - Traditional, Roth, and SEP options
- 401(k) and 403(b) plan consultation and management
- Pension planning and optimization strategies
- Social Security benefit analysis and maximization
- Retirement income planning to ensure your savings last
Start planning for your retirement today
It's never too early or too late to start planning for retirement. Our advisors can help you create a plan that works for your unique situation.
Schedule a Retirement ConsultationWealth Management
Our wealth management services provide comprehensive financial planning and investment management to help you grow, protect, and transfer your wealth according to your goals and values.
We take a holistic approach to wealth management, considering all aspects of your financial life to create a comprehensive plan that helps you achieve your short-term and long-term goals.
Our Wealth Management Services Include:
- Comprehensive financial planning tailored to your goals
- Investment portfolio management with regular reviews and adjustments
- Tax planning strategies to minimize your tax burden
- Estate planning to ensure your assets are distributed according to your wishes
- Philanthropic planning to maximize the impact of your charitable giving
Take control of your financial future
Our wealth management team is ready to help you build and preserve your wealth for generations to come.
Consult with a Wealth ManagerHave Questions About Our Services?
Our team of financial experts is ready to assist you. Contact us today to learn more about how we can help you achieve your financial goals.
Contact Us Today