Our Services

Tax Planning
We believe the best way to help our customers is to understand what they do and what they need. That’s why we offer a personal, tailored and swift service, with direct access to decision makers.

We work with our clients to design and create simple tax solutions to improve their working capital based on their actual business and specific needs. Whether you’re a first time homebuyer or you’re familiar with the process, we are here to support you. We’ll provide you with regular updates throughout the loan-application process. If you have questions or concerns you can contact a Mortgage expert. Loan Application Process When you’ve selected a property and have a contract with the Seller, the next step is to complete your loan application, which can be done easily through our website. To get started, complete an application.

At the appropriate time we’ll order a property appraisal for you. When your loan is approved your Real Estate Agent or the seller will designate an escrow/title company to handle the funding of your loan. We will coordinate with the escrow team and you’ll sign the final papers at their office.
Investment products and services are offered through Sweddex Advisors. Sweddex Advisors is a trade name used by Sweddex Clearing Services, LLC (WFCS) and Sweddex Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Sweddex & Company.

Sweddex announces material financial information to investors and the public using press releases, SEC filings, this website, public conference calls and webcasts. In addition, Sweddex uses social media to communicate with its clients, customers and the public about the company and its services. It is possible that the information Sweddex posts on social media could be deemed material. Therefore, Sweddex encourages investors, the media, and others interested in the company to review the information posted on Sweddex's Twitter Feed, Sweddex Blog and Sweddex's YouTube Page. These sources are subject to change and will be updated here accordingly.
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