Strategic Wealth Advisors, Inc. is a Financial Planning, Accounting, Insurance, Mortgage and Legal Service agency in Novi, MI

Mark V. Gardner - President of SWA, Inc. MVG@1SWA.COM

What We Do:

Strategic Wealth Advisors, Inc. provides complete financial services and sound legal counsel to help assist our clients in achieving their financial goals. Our mission is to provide professional, personalized service to our clients throughout the United States. Our experienced advisors will assist you in meeting your financial goals by working with you and providing money management options. In addition to investment and retirement planning, we offer business and personal income tax planning and preparation, general accounting services, assistance with mortgages, legal services and powers of attorney, as well as property and casualty insurance services.

We at Strategic Wealth Advisors can help you determine what to do with your buy-out or severance package, ensuring that your money is appropriately invested. We also provide complete rollover services for your company pension and retirement savings plans. We provide our clients with the professional expertise of a large firm, combined with that personal touch expected from a small firm. We provide legal counsel in the areas of estate and tax planning, real estate and small business.

Our experienced tax and accounting staff provides income tax planning, income tax preparation and accounting services for both personal and business returns. Let us preview your 2007 income tax liability for year-end planning.

Strategic Wealth Advisors offers mortgage and insurance services. Lowering your interest rate and/or consolidating your consumer debt can help put money back into your budget. And when it comes to insurance rates, sometimes changing a deductible or even qualifying for a special program can lead to substantial reductions for your premiums.

Strategic Wealth Advisors is the organization for your financial well-being.

Registered Representatives offer securities and advisory services through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor, Strategic Wealth Advisors, Inc and NPC are separate and unrelated companies, Tax & Accounting, Property & Casualty Insurance, Mortgage and Legal Services are provided through our affiliated partners. These individuals are not NPC representatives.

Business Products:

First Trust Portfolios, Fidelity, Jackson National Life, Prudential/American Skandia, AIG, American Funds

Business Services:

Financial Planning, Retirement Planning, Equities, UITs, Managed Accounts, Annuities, IRAs, Mutual Funds, Life Insurance, Individual, Business, Tax & Accounting, Planning, Preparation, Business, Personal, Consulting, Mortgages, Purchase, Refinance, Residential, Commercial, Property & Casualty Insurance, Home, Auto, Liability, Personal, Commercial, Legal Services, Trusts, Powers of Attorney, Living Wills

Specialties:

Retirement, Accounting, IRA, Investment, Tax, Investing, 403b, Mutual funds, Insurance, 529 Plan, Auto, Casualty, Estate planning, Living will, Financial, Legal counsel, Distributions, Mortgage, P&C, Preparation, Refinance, IRA rollover, Roth, SEP, Settlements, Strategic, SWA, 401(k), Tax return, Trust, Wealth

We Proudly Serve the Following Locations
Novi, Northville, Farmington, Walled Lake, Livonia, Wixom, West Bloomfield, Plymouth, Salem, Southfield, Commerce Township, Redford, New Hudson, Canton, Westland, South Lyon, Milford, Union Lake, Bloomfield Hills, Franklin, Detroit, Garden City, Keego Harbor, White Lake, Dearborn Heights, Waterford, Oak Park, Wayne, Birmingham, Inkster, Pontiac, Dearborn, Berkley, Highland, Huntington Woods, Royal Oak, Drayton Plains, Ypsilanti, Troy, Whitmore Lake, Pleasant Ridge, Ann Arbor, Ferndale, Clawson, Brighton, Hartland, Auburn Hills, Hamburg, Belleville, Romulus, Clarkston, Highland Park, Madison Heights, Hazel Park, Taylor, Melvindale, Allen Park, Rochester, Davisburg, Lake Orion, Warren, Lincoln Park, Hamtramck, Sterling Heights, Ecorse, Southgate, Center Line, Lakeland, River Rouge, Wyandotte, Dexter, Willis, New Boston, Holly, Riverview, Utica, Pinckney, Whittaker, Trenton, Howell, Oakland, Oakland County, Wayne County, Flat Rock, Ortonville, Eastpointe, Fraser, Livingston County, Saline, Harper Woods, Milan, Roseville, Oxford, Grosse Ile, Fenton, Clinton Township, Grosse Pointe, Carleton, Saint Clair Shores, Oak Grove, Lakeville, Rockwood, Linden, Macomb, Washington, South Rockwood, Chelsea, Gregory, Leonard, Mount Clemens, Maybee, Goodrich, Bridgewater, Cohoctah, Azalia, Atlas, Grand Blanc, Harrison Township, Romeo, Fowlerville, Hadley, Ray, Metamora, Newport, Arizona, California, Colorado, Florida, Iowa, Kansas, North Carolina, Ohio, South Carolina, Texas