SWBC

SWBC We don’t just provide financial services, we empower you to focus on the things that matter most to your business. Forward. Together.

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. W

e 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.

This Memorial Day, we pause to honor the courage, sacrifice, and service of those who gave everything for our freedom. 🇺...
05/25/2026

This Memorial Day, we pause to honor the courage, sacrifice, and service of those who gave everything for our freedom. 🇺🇸

Are rising health insurance costs making ACA compliance harder for your business?SWBC Payroll + HR helps employers offer...
05/22/2026

Are rising health insurance costs making ACA compliance harder for your business?
SWBC Payroll + HR helps employers offer competitive benefits, control expenses, and stay compliant. Learn how partnering with their team can protect your company from costly IRS penalties. Read our full blog here: https://swb.us/3RfTWa8

Our SWBC Payroll + HR management team recently had the opportunity to visit Mexico Ceaty. This experience served as a gr...
05/21/2026

Our SWBC Payroll + HR management team recently had the opportunity to visit Mexico Ceaty. This experience served as a great reminder that strong partnerships are built through connection.

Meeting face-to-face with our partners, Jason and Crystal Dady, and their staff added real value to our visit today.

Of course, the food was incredible because we know that great conversations are always better when shared over a delicious meal.

The air shifts. The clouds build. And suddenly, the weather has your full attention.In the first blog of our Weathering ...
05/21/2026

The air shifts. The clouds build. And suddenly, the weather has your full attention.
In the first blog of our Weathering Homeownership series, we’ll take a closer look at severe thunderstorms and what they can mean for homeowners. From flooding and hail to lightning and electrical risks, these storms can affect a home long after they pass.
Click the link to read more! https://swb.us/4tC5DoU

05/20/2026

Think your retirement plan is too small to face legal scrutiny? Think again. Recent lawsuits show that even smaller plans are being targeted, especially when it comes to fiduciary responsibilities and excessive fees for investments, recordkeeping, and administration. Want to protect your business and stay compliant? Bringing in a third-party fiduciary can help you meet your obligations and avoid costly mistakes. At SWBC Retirement Plan Services, we’ve got your back. Meet Brad Ferguson and Sara Matlock your go-to professionals for fiduciary support.
Click the link to learn how we can help safeguard your plan. https://swb.us/4nTiII7

Advisory services are offered through SWBC Investment Advisory Services, LLC, an SEC registered investment adviser. Registration does not imply SEC endorsement or a particular level of skill. This material is provided for general informational purposes only and does not constitute investment advice or a recommendation. Investing involves risk, including the possible loss of principal, and no investment strategy can guarantee success or prevent loss.

05/20/2026

Lump sum or lifetime income?

When it comes to non‑qualified annuities, that single decision can shape your tax bill, income stream, and financial flexibility for years to come.

In Episode 27 of SWBC Uncharted Wealth, Mike Walters explains why this decision is not simply an either/or choice.

If you want to make smarter retirement choices, without surprises down the road, this episode is worth your time.

Stream now and understand all your options:

AI hiring tools are becoming more common, but are they putting employers at risk? Automated résumé screening can uninten...
05/19/2026

AI hiring tools are becoming more common, but are they putting employers at risk? Automated résumé screening can unintentionally lead to discrimination if not properly managed. Read our latest blog to learn what business leaders and HR teams should know. https://swb.us/4eMPx8b

05/18/2026

We're honored to celebrate the incredible impact of veteran Jeff Wells and the mission behind Wish For Our Heroes. SWBC is grateful for our longtime partnership with W4OH and its unwavering dedication to supporting military families and veterans. Jeff’s commitment to service continues to make a lasting difference and reminds us what service truly means.

Ding ding!The bell rings today on property tax protests.Sign up before the day is over to let us fight your appraisal.ht...
05/15/2026

Ding ding!
The bell rings today on property tax protests.
Sign up before the day is over to let us fight your appraisal.
https://swb.us/4fdRpH9

Address

9311 San Pedro
San Antonio, TX
78216

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12105251241

Website

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