Jim Swanton, Financial Advisor located in Somerville, NJ

Financial Advisor
Jim Swanton

CFP®, CEPA®
68 East Main Street, Somerville, NJ 08876opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Manufacturing Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Sports Enthusiast
  • Personal Fitness
  • Baseball

Team Members

  • Denise Cecere
    Sr. Branch Office Administrator
    FPQP®
  • Jimmy Gaboda
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(908) 236-0495

Fax

(877) 405-7475

Office Address

68 East Main Street
Somerville, NJ 08876opens in a new window

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