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Ameriprise Financial - James Swallow Ameriprise Financial - James Swallow

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Financial & Investment Services

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 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.

Rep/Contact Info

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James Swallow CFP®, APMA®
Private Wealth Advisor

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