Solutions from the
Ordinary to
EXTRA Ordinary

Offering a wide variety of Insurance and Financial Products

About Us

Specialty Wealth & Financial Inc. is a Financial Security Advisory Company Incorporated in 2007

We represent many major insurance companies and are dedicated to providing the best service possible to our clients.  We offer a wide variety of insurance and financial products.

Our Services

You have a need,
We Have a Solution

Business Owners / Professionals

You’ve worked hard to build your business; we want to help you protect it. Whether you’re starting a new venture, maintaining a successful one, or transferring to the next generation, we can help.

Individuals / Families

Our unique planning process will help ensure that you achieve your goals on time and with efficiency. Have us prepare a comprehensive analysis of your current financial status and recommend a variety of strategies that will help you achieve your goals. 

Growing your Wealth

We understand your goals and dreams are as individual as you are. Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you to build the financial security plan that best fits your needs.