SwordTree International works to provide financial solutions for businesses and their employees. A partial list of areas of concentration includes:
Group Life & Health Benefit Plans
Qualified and Non-Qualified Retirement Plans
Brokerage and Investment Advisory Services *
Buy/Sell Agreements for Owners
Rather than trying to be the expert in all aspects of the above, we focus on leveraging strategic relationships with existing professionals to best suit the clientıs needs. In the absence of an existing professional opinion, we will be happy to provide referrals to:
Accountants
Actuaries
Attorneys
Your relationship with SwordTree International will begin with Brendan Canavan as your primary Financial Advisor. And from that point forward, his advice is only a phone call away!
*Securities and investment advisory
services offered through Royal Alliance Associates, Inc. Member
FINRA/SIPC and a Registered Investment Advisor.