SWBC’s cover photo
SWBC

SWBC

Financial Services

San Antonio, TX 25,584 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
https://www.swbc.com
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

Employees at SWBC

Updates

  • View organization page for SWBC

    25,584 followers

    Ever searched up something wildly specific about your home at 2 a.m.? You are not alone. From attic mystery noises to cold shower betrayal to refinancing questions, homeowners everywhere search for the same “wait… is this normal?” moments. Our latest blog breaks down some of the most common (and oddly relatable) questions homeowners ask and offers clear, helpful tips along the way. Read it here: https://swb.us/3QOROWi

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  • View organization page for SWBC

    25,584 followers

    Surprises are great at birthdays. Less so for payroll. Unexpected tax updates, late approvals, missed deductions, and last minute timecard edits can slow down your entire cycle and create extra work for your team. Even small changes can lead to correction checks, employee frustration, or compliance concerns. SWBC Payroll + HR helps reduce these surprises by keeping your payroll consistent, accurate, and aligned with changing requirements. With reliable support and proactive oversight, you can spend less time fixing issues and more time supporting your people. Connect today! https://swb.us/3OHD62Q

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  • View organization page for SWBC

    25,584 followers

    Industrial complex assets often qualify for special valuation or exemptions, but many owners are unaware of what they are eligible for. Our latest blog breaks down Freeport, FTZ, pollution control exemptions, and more, and explains how proper classification can significantly influence taxable value. Read the full industrial-focused guide here: https://swb.us/4cJ4syC

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  • View organization page for SWBC

    25,584 followers

    The biggest retirement regrets aren’t what you think… They’re rarely about market swings or picking the “right” stock. On the latest episode of SWBC Uncharted Wealth, our host Mike Walters, CFP®, breaks down the real “wish‑I’d‑known‑sooner" moments retirees share and how you can avoid them while there’s still time. No matter when retirement is on your radar, this episode might change how you think about the choices you’re making today. Stream now. Like. Comment. Subscribe. https://bit.ly/4cpmki2

  • View organization page for SWBC

    25,584 followers

    Credit unions are always looking for ways to manage auto loan risk without adding extra work for staff. Woop and SWBC’s CPI program offer a powerful blend of automation, clarity, and protection that benefits both the credit union and the member. Clear communication, fewer surprises, and stronger compliance start here. Explore the full blog to find out how your credit union can benefit. https://swb.us/4cI8OWK

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  • View organization page for SWBC

    25,584 followers

    Markets pushed higher last week as equities priced in a best case scenario, while bond markets remained more measured. Chris Brigati, SWBC CIO, breaks down what drove recent market moves and what investors should be watching as geopolitical developments, interest rates, and policy headlines continue to shape expectations. Read this week’s market commentary for insight into where the path of least resistance may lie. https://lnkd.in/e3u3K2fg

  • View organization page for SWBC

    25,584 followers

    PSA for Bexar County homeowners: If your Notice of Appraised Value (value notice) hasn’t arrived this year, you’re not alone. BCAD’s updated reappraisal plan means many homeowners will not receive a notice. You can still protest even if you did not receive a value notice! Don’t wait for a letter that may never come. To learn more about changes for the 2026 property tax season, click here: https://swb.us/48PbCPw

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