Axial Financial Group Merges With Swift Financial Services, Inc.

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Axial expands its footprint in MA and Southern New England.

Axial Financial Group, LLC (AFG) a leading wealth management and financial services firm, announced the completion of its merger with Swift Financial Services, Inc. (SFS). SFS offices will remain in Hyannis MA to continue offering superior service to its existing clientele. William G. Scotti III, CFP®, Wealth Management Director, will relocate from AFG’s Burlington, MA location to help manage the Hyannis office.

Paul Miller, Principal, Axial Financial Group, said “We’re excited to finally make this announcement. We’ve done a great deal of due diligence as we continue our attempts to find the right partners to foster growth and, once we met Gerry Swift and his team, it was an obvious choice. This opportunity allows us to spread our geographic reach, and enables us to continue emphasizing great client service. With more support personnel than ever, we are strategically positioned for growth, and our client value proposition remains second to none. We look forward to this new endeavor, and are on course for another promising year.”

“Once we met the team at Axial Financial and learned about their client wealth planning model, we were very impressed,” said Gerald Swift, President of Swift Financial Services. “I have the utmost respect for their personal integrity, the way they run their firm, and their client-centric philosophy. After careful consideration, we decided to join forces with them. Our company can immediately utilize the talents of the AFG staff and offer an additional set of client services through the Axial Benefits Group, personalized insurance planning team members, home mortgage solutions, and more. Our combined organization will serve clients better by providing additional portfolio management talent as well as more comprehensive back office resources.”

About Axial Financial Group

Axial Financial Group, founded in 2006, takes an integrated approach to Wealth Management, Client Portfolio Management and Corporate Business Planning and Retirement Services. Axial FG offers a comprehensive array of services and ensures complete coordination of all aspects of accumulating, protecting and distributing assets. Axial Financial advisors work as a unified team to oversee and manage the steps for a successful implementation. Axial Financial Group’s corporate headquarters are located in Burlington, MA. For more information please contact Axial Financial Group via email at bill(dot)scotti(at)axialfg(dot)com or call at 781.273.1400.

About Swift Financial Services, Inc.

Swift Associates was founded in 1985 in Sandwich, Massachusetts, to offer financial planning to individuals and small companies in the Cape Cod area and, within a few years, evolved into a full-service, independent financial services firm, becoming Swift Financial Services, Inc. Swift now offers a full spectrum of personalized service in the areas of retirement, estate, investment, insurance and tax planning. Offices located in Hyannis, MA. Gerry Swift, tel: 508.771.4992.

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If you’d like more information about this topic, please call William G. Scotti at 508.771.4992, or email bill(dot)scotti(at)axialfg(dot)com

5 Burlington Woods    Suite 102    Burlington, MA 01803    781-273-1400    888-408-6937

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor

Fixed Insurance products and services offered by Swift Financial Services, Inc. and Axial Financial Group are separate and unrelated to Commonwealth.

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Marc Ehrgott
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