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.
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James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is James Swallow Jr and what services does he provide?
James Swallow Jr is a Private Wealth Advisor at Ameriprise Financial Services in Charlestown, MA, offering financial planning, investment services, and retirement planning.
Where is James Swallow Jr's office located?
His office is located at 529 Main St, Ste P200, Charlestown, MA 02129, USA.
What are the office hours for James Swallow Jr's financial advisory service?
Office hours are Monday, Wednesday, and Friday from 8:00 AM to 5:00 PM, Tuesday and Thursday from 8:00 AM to 7:00 PM, and the office is closed on Saturdays and Sundays.
How can I contact James Swallow Jr for an appointment?
You can contact him by phone at +1 617-337-3239 or by email at james.h.swallow-jr@ampf.com. Appointments can also be scheduled online via his Ameriprise contact page.
Does James Swallow Jr offer online or onsite financial advisory services?
Yes, he offers both online appointments and onsite financial advisory services.
What financial specialties does James Swallow Jr focus on?
His specialties include retirement planning, saving for education, estate planning, sustainable investing, executive compensation strategies, charitable giving, and domestic partner planning.
Is James Swallow Jr affiliated with any professional organizations?
Yes, he is associated with CFP (Certified Financial Planner) and APMA.
How can the nearby Carey Law Offices assist clients visiting James Swallow Jr?
Clients seeking financial planning at James Swallow Jr can consult Carey Law Offices nearby for legal services in criminal defense, DUI law, and other legal needs, providing comprehensive support for personal and financial matters.
What nearby healthcare facilities are close to James Swallow Jr's office?
Nearby facilities include Beacon Hospice Care by Amedisys, Arcadia Healthcare Associates, and Bimmac Home Care, offering hospice and home health care services to support clients' wellbeing.
Are there any convenient educational or business services near James Swallow Jr's location?
Yes, the Computer Systems Institute offers education and test preparation services, and Regus provides rental office services nearby, beneficial for clients needing professional development or workspace solutions.