The younger of the two Swayne's were quite rude when I called in. It's not appreciated when you're looking for help instead you get someone belittling you. The arrogance and the lack of professionalism is why I won't ever recommend these consultants.

WMS are the best financial planners around. My finances were a complete mess, but the Swaynes helped me get everything figured out in a lot less time than I could have ever imagined. Thanks again!

WMS did an incredible job helping me rework my investment portfolio to help me get the most back from my financial investments. Thank you!

I can’t begin to thank the Swayne family enough for all the work they did to help me figure out my crazy financial situation. So nice to have someone you can count on when it comes to something so important!

By working with WMS, I figured out that I am actually eligible to retire a whole year earlier than I previously thought. Thank you so much for your help!

The advice and service WMS has given me has been extremely helpful for helping me plan my financial future. Can’t recommend them enough!

If theres one thing working with WMS has taught me, its how important it is to keep up with financial planning. Thank you for helping me get everything sorted out!

While I realize financial planning is important, you need a solid knowledge about investments to do it right. As someone who is not well-versed in this, WMS has been an invaluable asset for my family and me.

If you’re in need of insurance, then I highly recommend WMS’s Risk Management Planning, which will make sure you get the coverage you need without insanely high premiums.

I knew I was in serious need of some financial restructuring, but the task was so daunting that I kept putting it off until a friend recommended WMS. WMS really helped me out, and made the planning process so much more manageable. Thanks!

Thank you WMS for your incredible service! Their knowledge of estate and trust law, along with their wonderful personal suggestions, really helped us to get our finances straightened out.

When our son was born last month, we knew it was time to get our financial paperwork in order. WMS was a huge help during the process, cant thank them enough!

I was always a bit skeptical about hiring a financial advisor, but so glad I did. WMs helped me figure out how to arrange my investments to maximize my profits, they really did an incredible job.

The people at WMS really take their time to look through all of your financial options to put together a plan specifically for you. Thanks for all your hard work!

Thank you WMS for helping me find the lowest-cost coverage life insurance plan. It’s such a relief to know that my family will be covered in case of an emergency.

WMS did a very commendable job helping me troubleshoot my financial situation and assess my current situation to help me plan for the future. Great service, cant recommend them enough.

The team at WMS Financial Planners really work with you to figure out what’s financially best for you and your family. I really appreciated the time and attention they gave me, thank you again!

WMS helped m redo my entire investment portfolio to optimize it for better growth. Really pleased with their service, highly recommend!

The Swayne family is wonderful. They helped me go through my old tax returns, and showed me a lot of different ways I can save money in the future. Great service!

The Swayne family and WMS did a tremendous job helping me sort out my finances and prepare for my future. I feel like a weight has been lifted off my shoulders, thank you so much!