Background and Experience :
My commitment to working with my clients and understanding what their financial goals are is my highest priority. I appreciate that all people work hard in life and want to retire in comfort. Working together helps gain that success.
In my 14-plus years of experience, I have earned the trust and confidence of my clients. Working closely with my clients allows me the ability to take the direction that is in their best interest.
Family and Community :
My home environment provides my life with love, support and faith. I enjoy our pets, hiking and socializing. I have volunteered my time with many local non-profit agencies over the years. I participated in the Walk for Alzheimer's awareness with my team annually. I work with The Family Tree empowering change for victims of child abuse, domestic violence and homelessness. I have served on the board of Food for Hope providing nutritious meals for children.
My branch office is located in Westminster, but I am willing to travel to serve the needs of my clients. My services span from the community here in town to across the state and out of Colorado, providing quality personal service.
The key to successful investing is to develop a strategy now that can help you reach your future goals. I strive to meet the needs of individual investors by helping them map out their long-term investment strategies.
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Personal Fitness
- Scuba Diving
Office Address11265 Decatur St
Ranch Reserve Plaza 2 Ste 500
Westminster, CO 80234 opens in a new window
Phone NumberJeffrey S Swingle at (303) 460-7840
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