Swofford Financial is a full-service financial firm that provides a wide range of services including retirement planning, wealth management, investment management, insurance, and estate planning. Headquartered in La Jolla, California, the firm emphasizes a client-centric approach, aiming to deliver personalized advice and expertise. It operates as a marketing name for registered representatives affiliated with Lincoln Financial Advisors Corp., a registered investment adviser and broker-dealer.

Founded in

United States