ML

Merrill Lynch Financial Advisor Jordan Swigart

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Wealth management

About

Jordan Swigart is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. His practice focuses on providing personalized financial guidance to individuals and families seeking to manage their investments effectively. Jordan is committed to understanding the unique financial situations of his clients and helping them achieve their financial objectives.

Reviews

Location

145 S State College Blvd Suite 300/350, Brea, California
Map showing location in Brea, California
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Contact This Advisor

Business Information

Address

145 S State College Blvd Suite 300/350
Brea, California 92821

Phone

+1714-257-4458

Website

https://advisor.ml.com/sites/ca/brea-ca/jordan-swigart

Business Hours

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