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133 Prospect Street Westfield, New Jersey 7090
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Phone: (908) 379-2706
About Mark F. Swingle Group
Driven by your goals, inspired by your values, committed to your financial success. Â The most important service we provide is to instill and reinforce a disciplined, non-emotional and results driven approach to achieving your financial goals. Â Our services include: Comprehensive Financial Planning, Personal Financial Planning, Retirement Planning, Investment Management, Financial Planning for Women, Special Needs Planning, Estate Planning, Financial Planning for Small Business and College funding. Â Without the right education, insight, and advice, you can easily fail when it comes to saving money and especially investing money. We want you to feel understood, knowledgeable and confident in your investments.All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Â Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Westfield Financial Planning is not affiliated with Kestra IS or Kestra AS.
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