Our Services

SWS Financial Services, Inc. offers the following Financial and Insurance Products, Services and Financial Reviews and Planning. Documentation for most Products and Services can be obtained by clicking on the Product or Service desired.

FINANCIAL PRODUCTS

INVESTMENT ACCOUNTS

• Individual & Joint Brokerage Accounts
• Custodial Accounts
• Investment Club Accounts
• Community Property Accounts
• Non-Corporate Accounts
• Corporate Accounts
• Partnership Accounts
• Sole Proprietorship Accounts 
• Non-Profit Accounts
• Trust Accounts
• Estate Accounts
• Bank Accounts
• 529 Plan Accounts 

RETIREMENT ACCOUNTS

• Traditional IRAs
• Roth IRA Account
• Simplified Employee Pension (SEP IRA) Account
• Simple IRA Account
• 401(k) Accounts
• 403(b) Accounts
• Coverdell Education Savings Account
• Profit Sharing Accounts

INSURANCE PRODUCTS

ANNUITIES 

• Fixed (Qualified & Non-Qualified) 
• Variable (Qualified & Non-Qualified) 

LIFE INSURANCE

• Term Life Insurance
• Variable Life Insurance

HEALTH INSURANCE

• Individual Health Insurance
• Group Health Insurance

HEALTH SAVINGS ACCOUNTS (HSA)

SERVICES

• Online Account Access
• Direct Deposit
• Automated Clearing House (ACH)
• Checking
• Visa Card
• IRA Distributions
• Fed Wires
• Stock Certificate Delivery
• Purchase of Non-Exchange Listed Securities 
• Employee Stock Option Exercise

  FINANCIAL REVIEWS & PLANNING

• Financial Needs and Insurance Reviews, Analysis and Recommendations
• College Planning and Funding
• Tax Management through referals to qualified tax specialist
• Investment planning
• Retirement planning
• Estate Planning and Conservation
• Risk management
• Charitable giving

CUSTOMER INFORMATION BROCHURE                                PRIVACY POLICY