James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
About the Business
James Swallow Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 529 Main Street, Boston, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral finance. James Swallow Jr is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with retirement planning, investment strategies, estate planning, or insurance products, James Swallow Jr has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and start planning for a secure financial future.
Photos
Location & Phone number
529 Main St Suite P200, Charlestown, MA 02129, United States
Hours open
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
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