Phil Swan, RFP, CLTC®, CSSCS

Phil Swan, RFP, CLTC®, CSSCS

Registered Financial Planner

Phil Swan, is a Vice President at Norwood Financial Services at Norwood Bank and an Investment Executive with Infinex Financial Group.

With a solid background at one of Wall Street's most respected firms, Phil joined Norwood Financial Services in 2004. "I wanted to work in an environment where I could meet with my clients face to face, somewhere where they would feel comfortable to just walk in with a question or concern that I could help with – Norwood Financial Services at Norwood Bank is that place".

Norwood Financial Services offers investment, financial and retirement planning and advice to their clients; "I like to tell people, if you have a question with a dollar sign attached to it, I can help".

A graduate of Boston University's advanced program for Financial Planners and a member of the Financial Planners Association of Massachusetts, Phil has earned the RFP (Registered Financial Planner), CLTC (Certified in Long Term Care) and CSSCS (Corporation for Social Security Claiming Strategies) designations.. He is a  Registered Representative, a Registered Investment Advisor Representative and holds life, health and long term care insurance licenses.
 
"Unlike most folks in this business, I am not on commission; I am paid a salary – so you can always feel confident that my advice will be in your best interest – not mine."

Phone 781-440-4234
Fax 781-634-8589