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  • Edward Jones Investments - Michael A Swinson, Financial Advisor

    Categories

    Financial Planning

    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 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