Olivia G Swift
Financial Advising
Why pick this one
Olivia G Swift focuses on retirement savings strategies, wealth strategies, women investors, and new investors from a Franklin, North Carolina office.
Best for
- retirement savings planning
- wealth strategy discussions
- women investors seeking financial guidance
- new investors seeking an introductory consultation
- clients reviewing an existing financial strategy
Specialties
- retirement savings strategies
- wealth strategies
- financial guidance for women investors
- financial guidance for new investors
What makes them different
- Focuses on retirement savings strategies and wealth strategies
- Lists women investors as a focus area
- Lists new investors as a focus area
- Offers consultations, current strategy reviews, account opening, and major financial event support
- Located at 400 Porter Street Ste 101 in Franklin, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 400 Porter Street Suite 101, Franklin, NC 28734
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- olivia.swift@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- introductory consultations
- current strategy reviews
- account opening
- major financial event guidance