Jess M. Swick-Northwestern Mutual

Jess M. Swick-Northwestern Mutual Jess M Swick, ChFC®, AEP®, CLTC, is a Northwestern Mutual financial representative helping individuals and small business owners achieve financial security

My mission is to help you create a lifetime of financial security. Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in retirement income planning, estate planning

and wealth management planning. I'm also backed by a team of Northwestern Mutual professionals who specialize in business succession planning, employee and executive benefits planning, and planning for long-term care. In my 47 years in financial planning, I've achieved the following certifications:
CLU® - Chartered Life Underwriter
ChFC® - Chartered Financial Consultant
AEP® - Accredited Estate Planner
CASL® - Chartered Advisor for Senior Living
CTLC - Certified in Long Term Care

Address

414 Yale Avenue , Suite A
Claremont, CA
91711

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19096212996

Website

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