Jason G. Swartley, LUTCF
Financial Planner
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