Estate Planning & Wealth Management Services
Building & Managing Wealth
- Personal Financial Strategies
- Investment Strategies & Products
- Retirement Strategies
Swartzbaugh-Farber & Associates, Inc. utilizes its resources and those of the M Financial network, over 130 firms, together
providing benefits solutions for businesses, executives, and high net worth individuals. We would be happy to go over our services to discuss the needs you may have.
Estate Planning
Aid families in providing plans to maintain estate values distribute assets to succeeding generations and minimize estate taxes.
Family Financial Planning Programs
Estate Creation with Insurance
Estate Tax Relief with Insurance
TO LEARN MORE ABOUT ESTATE PLANNING & WEALTH MANAGEMENT, PLEASE CALL US AT 402-397-5800
For a comprehensive review of your personal situation, always consult your legal or tax advisor.
Browse Our Website
Contact Information
Financial Plaza
Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114
Phone: 402-397-5800
Fax: 402-397-5424
Business Hours:
- Mon - Fri
- -
- Sat - Sun
- Closed
Our Location
Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
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