SWBC
Financial Services
San Antonio, TX 24,053 followers
We don’t just provide financial services, we empower you to focus on the things that matter most to your business.
About us
Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations. What separates us from the rest: • We’re dedicated to security. • We consistently invest in technology. • We invest in our team members. • We have a strong marketing team. • We’re a relationship-based company. Follow us, and let’s move Forward. Together.
- Website
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https://www.swbc.com
External link for SWBC
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- San Antonio, TX
- Type
- Privately Held
- Founded
- 1976
- Specialties
- Insurance, Financial Institutions, Business, Banks, Credit Unions, Mortgage, Investments, and Financial Services
Locations
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Primary
Get directions
9311 San Pedro
San Antonio, TX 78216, US
Employees at SWBC
Updates
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Ready to dive into the vibrant multifamily real estate market of Houston? In our last blog of the Texas Triangle series, we highlight the top neighborhoods for multifamily investment opportunities! From the bustling streets of Downtown to the charming community of The Heights, discover where to focus your efforts for the best returns. Don’t miss out on expert insights and tips to navigate the ever-evolving Houston market—your next big investment could be just around the corner! Check it out now! https://swb.us/43JewD7 #TexasTriangle #Houston #SWBCRE
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SWBC's Emerging Leaders is proud to have sponsored a volunteer team for the 46th Annual Raul Jimenez Thanksgiving Dinner. Last night, our volunteers helped prepare 40 of the turkeys that will be served to over 25,000 underprivileged and elderly members of our community on Thursday. 🦃 #SWBCares #RaulJimenezThanksgivingDinner #HappyThanksgiving
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Over the past few weeks, the SWBC family came together to spread joy through a Toy & Food Drive for Wish For Our Heroes. Our Financial Institution Group added a special touch by turning donations into festive holiday scenes. Grateful for the generosity and creativity that make a real difference. 💙 #SWBCares #Happyholidays
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Coca-Cola may offer investors immunity from the recent AI bubble fears that have recently dominated headlines. Recent price movement suggests strong momentum ahead for the soft-drink leader. Chris Brigati, Chief Investment Officer, explains why this setup could position Coca-Cola for future gains. Watch the full CNBC segment to learn what it means for your strategy: https://cnb.cx/4obgh37 #SWBC #Finance #MarketTrends
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How early should you start planning for civilian life? On SWBC uncharted wealth first live episode, host, Mike Walters, CFP®, and special guest Tim Farrell, bust the myths and share what really matters. Watch the full conversation now!
Last week, our Vice President of Military Affairs, Tim Farrell, joined Mike Walters, CFP®, host of SWBC’s Uncharted Wealth, for a live conversation on financial planning after military retirement and preparing for the transition into civilian life. Thank you to our partners at SWBC for their unwavering commitment to supporting military families in San Antonio and for their continued dedication to strengthening our community. To watch the full episode, visit the link https://lnkd.in/gQXZVKV8! #MilitaryCityUSA #WeMeanBusiness #GreaterSAChamber
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At SWBC Payroll + HR, we believe every role plays a part in creating something great—just like Thanksgiving. From HR and payroll to compliance and benefits, our team works together to support yours. This season, we’re celebrating the people (and services) that keep everything running smoothly. So, who’s at your table? https://swb.us/3Xho1pq #PayrollPlusHR #Thankful #WhosAtYourTable
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Check out this article from The Texan on how the Tarrant Appraisal District is working to clear up confusion around its homestead exemption audit process. This is a great example of how transparency and education can help reduce fear and build trust. With SWBC’s team of property tax advisors, we keep you updated on the latest trends on property taxes. https://lnkd.in/gcRSxkiH #taxadvisors #SWBC #propertytaxes #homeowner
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Markets saw sharp swings last week as Nvidia’s strong earnings collided with valuation concerns and shifting Fed rate-cut expectations. Treasury yields held steady, while municipals showed early signs of weakness. Chris Brigati, SWBC CIO, shares his insights in this week’s market commentary. https://lnkd.in/gb8M4dQ9 #MarketUpdate #FinancialInsights #SWBC
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Did you know? Businesses that partner with a PEO grow at more than twice the rate of their peers—averaging 4.3% annual growth compared to just 1.5%. That’s not just growth, it’s PEO-nomenal! SWBC Payroll + HR supports businesses with the tools, insights, and hands-on service to help you and your business grow smart and stay strong. Connect with a PEO professional today! https://swb.us/3LpzoJ8
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