SWBC is a prominent international financial services company that offers a wide array of products and services designed to help businesses, families, and financial institutions achieve their most critical goals. Founded in 1976 by Charlie Amato and Gary Dudley, the company has established a strong reputation for integrity, service, and customer commitment. Headquartered in San Antonio, Texas, SWBC is licensed to offer various financial products in all 50 states, providing services through several wholly owned subsidiaries.
SWBC's extensive portfolio includes residential and commercial property tax services, a range of insurance options such as life, auto, and property insurance, and investment services that cover wealth management, retirement planning, and financial institution services. Their approach combines cutting-edge technology with personalized service, ensuring clients receive unparalleled support tailored to their specific needs. The company's mission emphasizes pioneering financial solutions through exceptional customer service backed by innovative technology.
With a vision to be the most trusted business partner in the financial services sector, SWBC promotes values of integrity, trust, accountability, and teamwork. Over the decades, they have received numerous awards recognizing their excellence in various industries, from insurance to investment management. SWBC also engages in community and employee well-being initiatives, underscoring their commitment to creating a positive impact beyond financial services. The growth and diversification of SWBC have solidified its position as a leader in the financial services industry.
