We’re thrilled to share that the SWBC Family raised $337,734 for United Way! Every August, our employees participate in our annual United Way Campaign, raising the most money possible for charity over 48 hours. This year, 19 out of 22 departments reached 100% participation, bringing our company-wide participation rate to 81.3%! At SWBC, we believe we can all be change-makers in our communities. Together with United Way, we can make an impact on those who need it most. #UnitedIsTheWay #UnitedWay #SWBCares
SWBC
Financial Services
San Antonio, TX 23,131 followers
We don’t just provide financial services, we empower you to focus on the things that matter most to your business.
About us
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. We 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. Together.
- Website
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https://www.swbc.com
External link for SWBC
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- San Antonio, TX
- Type
- Privately Held
- Founded
- 1976
- Specialties
- Insurance, Financial Institutions, Business, Banks, Credit Unions, Mortgage, Investments, and Financial Services
Locations
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Primary
Get directions
9311 San Pedro
San Antonio, TX 78216, US
Employees at SWBC
Updates
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Beyer Plumbing needed a way to keep their focus on what they do best—serving customers, not navigating HR and compliance. With SWBC PEO, they found a trusted partner who could take on the administrative load, so they could stop juggling hats and start focusing on their business. Read how our personal touch helped them feel supported, confident, and ready to grow. https://swb.us/45AElXd Looking for a partner who backs you up, so you can focus on growing your business? Contact SWBC PEO today! swbcpeo.com/contact-us
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Thank you to the San Antonio Hispanic Chamber of Commerce for partnering with us for a fantastic morning at SWBC! Speakers Alex Ireta, CFP®(Wealth Management) and Gilbert Serna, Jr., RFC®, CCFS®(Employee Benefits) shared powerful insights on financial wellness and the importance of strong benefits plans for employees. We appreciate everyone who joined us! #FinancialWellness #SWBCEvents #SAHCC #EmployeeBenefits #WealthManagement
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Why aren’t more multifamily developments penciling out? Multifamily Dive explores the pressures developers are facing, from rising interest rates to limited equity and construction costs. At SWBC Real Estate, we stay engaged with the challenges and conversations shaping our industry. Read the full article to learn more!
While tariffs are making headlines, interest rates and equity capital are also major hurdles in multifamily construction. “It’s been tough to make deals pencil, even for the last couple of years, just because of the increase in costs and interest rates,” Cameron Gunter, executive chairman of Provo, Utah-based PEG, which owns, manages and develops apartments, hotels and build-to-rent properties, told me. With heavy supply still hitting some markets and existing properties available to purchase below replacement costs, many equity providers have shifted their focus away from development to acquisitions. “There is still a lot of uncertainty,” said Chris Finlay, founder and CEO of Vienna, Virginia-based apartment owner, manager and developer Middleburg Communities. “Many investors and institutional capital sources are still trying to figure out if we have hit the bottom.” Here's more on the challenges facing apartment developers. https://lnkd.in/ew8bXzRC
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Managing payroll shouldn’t feel like a full-body workout. If your team is spending more time crunching numbers than driving strategy, it might be time to call in a spotter. SWBC PEO helps businesses shift payroll from a heavy lift to a strategic advantage. We take care of the complicated aspects—regulatory requirements, paperwork, and payroll—so you can focus on what moves your business forward. Let us take the pressure off. Your business has big goals. We’ll help you lift toward them. https://swb.us/45Cbe64 #SWBCPEO #PayrollSupport #OutsourcePayroll
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Buying or selling commercial real estate? Don’t let property taxes for 2026 catch you off guard. From due diligence to post-closing responsibilities, understanding the tax implications of your transaction can save you time, money, and stress. Read more for practical questions to ask your team before you close! https://swb.us/4lsYeEu #SWBCAdValoremTaxAdvisors #CommercialRealEstate
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We’re gearing up for an exciting weekend at Watkins Glen! SWBC is proud to partner with Erika Hoffmann as she hits the track August 29-31. Join us as we cheer on Erika this weekend!! #SWBCPartner #WatkinsGlen #ErikaHoffmann
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In episode 15 of the Uncharted Wealth Podcast, we're getting real about retirement! Most of us are wired to chase after more—more money, more growth, more hustle, but when it comes to retirement, more isn’t always better. See how Mike Walters, CFP® explores shifting from chasing numbers to building a retirement that is aligned with your values, lifestyle, and legacy. Ready to define your “enough”? Stream now: https://bit.ly/4lM1xXq #RetirementPlanning #UnchartedWealth #WealthManagement
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Fed rate cuts may be closer than expected. SWBC CIO Chris Brigati breaks down Chair Powell’s Jackson Hole speech and what it means for markets, employment risks, and the yield curve. Investors should prepare for a shifting monetary landscape. https://lnkd.in/g5ri8YG7 #SWBC #MarketCommentary #InterestRates #FixedIncome
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Feeling a little taxed and confused? We get it—property taxes can be complicated, especially for business owners juggling real estate, equipment, and everything in between. Our latest blog, Property Taxes 101 for Business Owners, breaks down the basics, helps you spot costly overassessments, and shows you how to take control of your tax strategy. Check it out and outsmart your tax bill! https://swb.us/471hZiM
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