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Ameriprise Financial - James Swallow

  • Financial & Investment Services
2 Burlington Woods Drive
Suite 100
Burlington, MA 01803
617-337-3239

About Us

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including read more
  • About

    I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

    By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

  • Whom to Contact

    • James Swallow, CFP®, APMA®
      Private Wealth Advisor
      Phone: (617) 337-3239

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