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

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jim Swanton is a Certified Financial Planner (CFP®) and financial advisor based in Somerville, New Jersey. He provides personalized financial planning and investment guidance to local clients. Jim specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to understand clients' financial goals and develop tailored strategies to achieve them.

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