James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC

James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
529 Main St, Ste P200
Charlestown, MA 02129
M 8am-5pm, Tu 8am-7pm, W 8am-5pm, Th 8am-7pm, F 8am-5pm, Sa-Su Closed

Monday: 
8:00 am – 5:00 pm
Tuesday: 
8:00 am – 7:00 pm
Wednesday: 
8:00 am – 5:00 pm
Thursday: 
8:00 am – 7:00 pm
Friday: 
8:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlestown, MA area, James Swallow Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Specialties

Retirement Planning Strategies
Saving for Education
Estate Planning Strategies
Sustainable and Responsible Investing
Executive Compensation and Benefit Strategies
Charitable Giving
Domestic Partner Planning

Services

Charitable Giving
Domestic Partner Planning
Estate Planning Strategies