swarts manning & associates las vegas cpas
Knowledge, Service & Reliability
Insurance Products & Services: Financial Planning

At Swarts, Manning & Associates we understand that in addition to commercial, personal, health, and life insurance requirements, our clients have extensive financial planning needs. You have worked hard for your wealth, and forming a sound plan to protect that wealth is a complex task requiring experience and expertise.

For this reason, Swarts, Manning & Associates has partnered with Intermountain Financial Group, LLC and Massachusetts Mutual Life Insurance Company (MassMutual) to provide financial planning services for our clients. This partnership grants our clients access to the products and services of a Fortune 100 company to meet their individual planning needs. These products include:

  • Employee Retirement Plans
  • IRA's and Roth IRA's
  • Private Money Managers
  • Trust Services
  • Estate Planning*
  • Variable& Fixed Annuities
  • Mutual Funds
  • Wealth Management
  • Executive Compensation Plan

Subsidiaries:

shank insurance agency

Nevada Lic. #6899 | California Lic. #OD95569 | Arizona Lic. #173357 | Utah Lic. #103905 | Other States

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