James H. Swallow, CFP

James H. Swallow, CFP Private Wealth Advisor, Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax bene...
11/13/2025

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/15/2025

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milesto...
10/07/2025

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milestones are you working toward?

Investing early puts time on your side. What are you doing today to prepare for tomorrow?
09/17/2025

Investing early puts time on your side. What are you doing today to prepare for tomorrow?

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/17/2025

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/18/2025

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

Address

529 Main Street, Ste P200
Charlestown, MA
02129

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 8pm
Wednesday 8am - 5pm
Thursday 8am - 8pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when James H. Swallow, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to James H. Swallow, CFP:

Shortcuts

Share

Category