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SWAN Retirement StrategiesFinancial advisor in Sarasota, FL

SWAN Retirement Strategies is a financial advisor at 2553 Fruitville Rd, Sarasota, FL 34237, ranked #5 of 164 financial advisors in Sarasota and rated 5.0 from 58 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sarasota, FLUpdated 0 paid placements in any rankingHow we rank

Call (941) 271-7000Website ↗

Key facts

Key facts about SWAN Retirement Strategies
Address2553 Fruitville Rd, Sarasota, FL 34237Get directions
Phone(941) 271-7000
Websiteswanstrategies.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 58 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice.

Based in Sarasota, FLView on map

Opening hours

Opening hours for SWAN Retirement Strategies
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SWAN Retirement Strategies

How is SWAN Retirement Strategies ranked in Sarasota?

SWAN Retirement Strategies is ranked #5 of 164 financial advisors in Sarasota by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SWAN Retirement Strategies’ hours?

SWAN Retirement Strategies is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SWAN Retirement Strategies serve?

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SWAN Retirement Strategies?

SWAN Retirement Strategies has a rating of 5.0 from 58 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SWAN Retirement Strategies?

Call SWAN Retirement Strategies on (941) 271-7000. The business is at 2553 Fruitville Rd, Sarasota, FL 34237. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SWAN Retirement Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SWAN Retirement Strategies (this business)—745.0 (58)NoNo
Integrity Wealth Management, inc#3775.0 (137)NoNo5.9 mi
J & J Wealth Advisors#4745.0 (110)NoNo6.3 mi
Kennon Financial#6744.9 (65)NoNo0.4 mi

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