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Southwest Investment Advisors
we serve our clients by developing a financial plan with the suitable investments that fit your life goals. we are a dave ramsey smartvestor pro, and are 100% independent. southwest investment advisors, inc. was founded in 2001 by long time wire house brokers bart schannep and rob wright to provide independent investment advisory services in tucson, arizona. we are distinct in that we work as a team. what this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office. every advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on modern portfolio theory. although our primary focus is retirement planning and wealth building, we can also help with calculating social security benefits, long term care insurance, life insurance and educational savings. southwest investment advisors is a family oriented company. not just our own families, we care about our clien
Frequently asked questions about Southwest Investment Advisors
Let us help answer the most common questions you might have.
Where is Southwest Investment Advisors located?
Southwest Investment Advisors' headquarters is located at 7594 North La Cholla Boulevard, Tucson, Arizona, United States
How many employees does Southwest Investment Advisors have?
Southwest Investment Advisors has 2 employees
What industry does Southwest Investment Advisors belong to?
Southwest Investment Advisors is in the industry of: Investment Management
Distro — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free
