Edward Jones - Financial Advisor: Roland C Swasey, CFP®

Services Offered

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

About

Roland Swasey is a Certified Financial Planner (CFP®) and financial advisor based in Claremont, New Hampshire. He provides personalized financial planning and investment guidance to clients in the local area. Roland specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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