Swinehart & Associates Financial Planning And Investments |2499 W Main StTroyOH45373 | (937) 339-3285
Swinehart & Associates Financial Planning And Investments
2499 W Main St
TroyOH 45373
 (937) 339-3285
Swinehart & Associates Financial Planning And Investments
Schedule An Appointment
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Financial Planner in Troy, OH

A good understanding of your finances is necessary for a happy life. However, financial questions arise often. Nobody should ever have to go through the stress of their financial journey alone. You can feel more empowered to live your best life when your financial concerns are in the hands of an experienced financial planner. If you're in the Troy, OH area, then consider working with Susan Swinehart of Swinehart & Associates Financial Planning And Investments. Susan not only focuses on financial planning but also handles longevity planning and more. Whether you're looking to plan financially, for now, the future, or during a major life change, Susan is here to help you. Contact Swinehart & Associates Financial Planning And Investments today to get the guidance and professional, personal care you need.

Schedule an Appointment


We're Swinehart & Associates Financial Planning And Investments

Here to help the Troy, OH area with wealth management and investment porfolio management.

At Swinehart & Associates Financial Planning And Investments, Susan Swinehart understands that managing your money gets complicated when going through life changes. Whether you're getting ready to retire, planning for the long term, going through a divorce, or managing your finances after the loss of a loved one, Swinehart & Associates Financial Planning And Investments is here to give you guidance so you are equipped with confidence in your financial plan.

Fill out the contact form below to request one of these resources:

- Retirement Income vs. Expenses
- Women and Money: Taking Control of Your Finances
- Retirement Savings Challenges for Women (Video)
- Additional Information: Resources for Women
- Bear Markets Come and Go
- Five Investment Tips for Women


We Specialize In

Financial Planning for Businesswomen and Women in Transition to Divorce and Widowhood · Retirement Planning · Planning for Longevity · And More

How Can We Help You?

Swinehart & Associates Financial Planning And Investments is at 2499 W Main St in Troy, OH. Call (937) 339-3285 for more information.

How Can We Help You?


More Details:

Business Hours:

Business Hours:

Monday 8:00 AM – 4:00 PM
Tuesday 8:00 AM – 4:00 PM
Wednesday 8:00 AM – 4:00 PM
Thursday 8:00 AM – 4:00 PM
Friday 8:00 AM – 4:00 PM