Edward Jones - Financial Advisor: Jim Swanton, CFP®|CEPA®

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Somerville, NJ, Edward Jones - Financial Advisor: Jim Swanton, is a financial services firm committed to assisting individuals, families, and small businesses in achieving their financial objectives. Specializing in personalized guidance, they focus on tailoring solutions in investment management, retirement and estate planning, and education savings programs to meet diverse needs. The firm boasts a network of dedicated financial advisors spread across the country, placing a strong emphasis on fostering enduring advisor-client relationships through consultations and continuous support as clients navigate life's various milestones. Edward Jones - Financial Advisor: Jim Swanton, stands out for its individualized client-centric approach, eschewing a one-size-fits-all experience in favor of crafting bespoke strategies for each investor. By offering thoughtful planning and steering clear of generic, transactional interactions, the firm ensures that comprehensive financial planning is accessible and beneficial to a wide range of clients. Whether seeking assistance with investment management or preparing for future financial endeavors, this establishment prioritizes personalized care and tailored solutions to empower clients in reaching their financial goals. Generated using this brand's available information

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy