Vicki Scott Ed and I met Josh over 10 years ago at a UTA seminar on Social Security and Retirement. SWMG has been managing our investments since that time.
Josh, and his entire staff have all been great to work with during this time and provide peace of mind when dealing with changes of any kind. We would definitely recommend them for any financial management you might need.
Barbara Booker Stacey was very thorough, helpful, and informative. She really tried to facilitate the loan expeditiously. Her manager was very understanding when I realized I
made a mistake on my income. I am very appreciative in obtaining the loan so quickly.