Trust, Integrity & Service
Hello and welcome to a one on one experience with a financial services professional with your best interest at heart. Margaret Ann Kurtz Swanson is here for you to help you better your financial journey. Ann as she likes to be called, is a seasoned professional of 23 plus years working with business owners and individuals regarding their Disability Income, Long Term Care, Life Insurance and Investments that can be used to help protect their assets and prepare for the future. Please feel free to view our site and contact us with any questions. We are here for you!
“Ann Kurtz is a true professional. She is always available to her clients whether they have business or personal needs. Her attention to detail is unmistakably remarkable. Whatever her clients need, she finds a way to get it done without exception.”
“I worked with Ann when she was a volunteer for the Phoenix Chapter of a national membership association that I worked for a couple of years ago. She is a dedicated professional who had the desire to perform her job responsibilities well. She was a willing learner who applied what she learned for the benefit of the members she served.”