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  • Edward Jones Investments - Michael A Swinson, Financial Advisor

    • Financial Planning
    102-C MacTanly Place
    Staunton, VA 24401
    540-887-8168
    Hours:
    M-Th 8:30am - 5:00pm
    F 8:30am - 4:00pm

    About Us

    In working with folks, I consider a conservative-minded approach, coupled with a hands-on management style affords my clients confidence that their assets are being managed in accordance with their read more
    • About

      In working with folks, I consider a conservative-minded approach, coupled with a hands-on management style affords my clients confidence that their assets are being managed in accordance with their goals. I work with my clients to equip myself with a thorough knowledge of their diverse needs and goals. I then work on refining the strategies to help meet changing conditions and take advantage of new opportunities appropriate for each individual's long-term strategy. I am with Edward Jones because we are in business to serve our clients- and because of our clients.

      I believe the first step in building a relationship is to learn all I can about a client's circumstances, needs and objectives. I carefully custom-tailor an investment strategy including products and services with the potential to meet those objectives that are consistent with a client's appropriate level for risk.

    • Highlights

      • Wealth Strategies
      • Estate & Legacy Strategies
      • Entrepreneurs & Business Owners
      • Retirement Income and Savings Strategies
      • Insurance & Annuities
    • Directions

      Located in MacTanly Place across the street from Terry Court Shopping Center in Staunton, VA.