Phil Swan

Phil Swan is a Vice President at Norwood Financial Services and a Registered Investment Advisor Representative with Infinex Investments.

WIth a solid background at one of Wall Street's most respected firms, Phil joined Norwood Financial in 2004. 

A graduate of Boston University's advanced program for Financial Planners, Phil has earned the RFP (Registered Financial Planner), CLTC (Certified in Long Term Care) designations, CSSCS (Corporation for Social Security Claiming Strategies) and holds life and health insurance licenses.

Phil works with individuals and businesses in concert with their legal and tax advisors, helping them make good choices when it comes to their financial, retirement and investment planning.

We’re looking forward to using our expertise to help you pursue your financial goals.

Phone 781-440-4234