I have been a customer for 8 years now. They treat me like extended family! Nothing but awesome service! Thank you for all your help over the years!
WMS helped me figure out the plan that I needed to help me prepare for retirement. It's been a huge relief to have them on my side. Thanks for everything!
I had spoken with a few other financial advisors before going with WMS, but they all charged an extortionate amount for their services. With WMS, you will receive professional services, for a fraction of the price of other advising companies.
I really needed help sorting out my investment portfolio, so I contacted Billy Swayne at WMS. Great company! They listened to all of my concerns, and helped me put together a very thoughtful plan on how to improve my investments. Thank you!
Sure there are plenty of competent financial advisors you could hire, but I guarantee you that none of them will give you the personal attention that WMS does. They really go above and beyond to make sure you’re fully satisfied.
I’ve never been good with numbers, so I decided to call WMS to help me figure out a retirement plan. They gave me great advice and helped me sort things out so that I feel so much more at ease about the future. Thank you!
I recently hired WMS to help me with the paperwork needed to make sure my estate goes to my grandchildren. They really did a great job, and were extremely professional and reliable.
WMS are the best financial planners around. My finances were a complete mess, but the Swaynes helped me get everything figured out in a lot less time than I could have ever imagined. Thanks again!
The services at WMS were fantastic, but what really stood out to me was the care and consideration the Swayne family had for my family’s situation. Thank you for everything!
I can’t begin to thank the Swayne family enough for all the work they did to help me figure out my crazy financial situation. So nice to have someone you can count on when it comes to something so important!