SWBC

SWBC: Diversified Financial Services Company

SWBC, founded in 1976, is a diversified financial services company headquartered in San Antonio, Texas. Over the years, SWBC has expanded its offerings to include a comprehensive suite of services tailored to businesses, families, and financial institutions.

The company serves clients across the United States with a wide range of financial solutions designed to meet diverse needs.

Product and Service Offerings

SWBC provides several core service areas, including insurance, mortgage, investment, employee benefits, and tax services.

• Insurance Services: Offers a wide array of insurance products like vehicle, landlord, and commercial insurance, along with specialized programs such as Guaranteed Asset Protection (GAP) and lender-placed insurance (LPI).
• Mortgage Services: Through its mortgage corporation, SWBC provides loan programs designed for first-time homebuyers, veterans, and those needing down-payment assistance, operating in all 50 states, with a strong presence in San Antonio, Texas.
• Investment Services: Focuses on fixed income trading, estate planning, and retirement plan services, catering to both individual and institutional clients with tailored financial solutions.
• Employee Benefits and Consulting: Offers services such as health plans, wellness programs, HR consulting, payroll services, and professional employer organization (PEO) services to help businesses manage their workforce effectively.
• Ad Valorem Tax Services: Provides property tax consulting, including commercial and industrial complex property tax services, assisting businesses in managing and reducing their tax liabilities.

Locations

SWBC operates primarily from its headquarters in San Antonio, Texas. It has extended its footprint with additional offices across various regions.

• San Antonio, TX: Multiple offices, including the main headquarters at 9311 San Pedro Ave, Suite 600.
• Austin, TX: Office located at 2028 E Ben White Blvd.
• Other Locations: SWBC Mortgage Corporation has branches in Coeur d'Alene, Idaho; Albany, Oregon; Clarks Summit, Pennsylvania; Charleston, South Carolina; and Richmond, Virginia.

Through its diverse range of services and strategic locations, SWBC continues to support the financial well-being of its clients by offering customized solutions that meet their unique needs.