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Jason G. Swartley, LUTCF

Financial Planner

Phone: (315) 325-4793

Preparing for the next step in life isn’t always easy. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:

  • Advisory Services
  • Retirement Planning
  • Estate Strategies
  • Employee Benefit and Retention Services
  • Business Continuation Strategies
  • Trust Services

I am licensed to sell insurance in: NY, PA, FL, TN, UT, OH

Jason G. Swartley is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 300 Corporate Parkway, Suite 216N. Amherst, NY 14226. (716) 852-1321