Edward Jones - Jim Swanton

About

As a CERTIFIED FINANCIAL PLANNER™ professional serving family-minded investors throughout Hunterdon and Somerset County, as well as clients who have happily retired in 20 other states, I believe it's important to invest my time in understanding what matters most to you before you invest your money.

My team partners with families and blue-collar companies who realize time is their most valuable resource, and they want to spend more of that time making memories or growing their business than managing their finances. Our focus include:

Planning for retirement income to reduce tax implications.
401(k) plan management for manufacturing and other blue-collar industries.
Estate and charitable strategies for families looking to leave their mark.

We will partner with you for your lifetime, reevaluating your positions and maintaining open communication to help keep you on track. As part of my comprehensive service, I regularly collaborate with my clients' CPAs and attorneys, always respecting client confidentiality.

As it is for most of my clients, spending time with my family is a top priority for me. Outside of the office, I enjoy traveling to state parks or Jersey beaches with my wife, Joan, and our baby girls, Mila and Sloane. Locals can find me and Joan at Gold's Gym in Bridgewater pursuing our passion for health and fitness daily.