About Phil Swan

Meet the financial professional who can help you meet your financial goals – Phil Swan, an Investment Executive at Infinex Financial Group and Vice President at Norwood Bank Financial Services Center.

With a solid background in financial planning, including the extensive experience at one of Wall Street’s most respected firms, Phil has the expertise you need to make the right decisions. Providing the same personal attention he once gave exclusively to high net-worth clients, he now offers wealth and retirement planning to all individuals.

In addition to being a graduate of Boston University’s Advanced Program for Financial Planners and a member of the Financial Planning Association of Massachusetts, Phil has earned Premier Broker status with Putnam Funds, has been placed on the All American Team with American Funds and has received his Series 7, Series 63, and Series 65 Registrations. He also has Life, Health and Long-Term Care Insurance licenses and Certified in Long Term Care designation.

More than just access to leading financial products and services, Phil Swan is your link to a world of financial solutions. See for yourself by contacting him today at 781-440-4234.