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Jeffrey E. Swope CFP CASL CLU LUTCF CHFC CMFC

Jeffrey E. Swope CFP CASL CLU LUTCF CHFC CMFC

Location

1725 Oregon Pike, Ste 203 Lancaster PA United States 17601


Parking : Private Lot


About Business

I help people make thoughtful insurance and investment decisions.
Protecting and growing your wealth are my primary objectives.
My staff and I communicate regularly to ensure that all of your needs are being met.
I create multi-generational relationships because legacy planning often involves conversations with clients' parents and children.
I use a patient, disciplined approach to understand your needs and provide tailored solutions to your specific financial situation.
During a consultative period we sit down together to assess your goals for the future, income and lifestyle expectations, and any major milestones that require financial planning.
After gathering the necessary information and analyzing it, I deliver a plan to achieve your goal.
Once you approve, we implement the plan, regularly monitor, and adjust as necessary.
I hold the CFP, CASL, ChFC, CLU, CMFC, and LUTCF designations which help me provide the best solutions for the people I work with.
I live in Strasburg, PA with my wife and two daughters.
An active member of my community, I am the Church Ministry Chairman of the Lancaster South Camp Gideons and I usher at the Lampeter Church of the Brethren.
In my spare time I enjoy camping, bicycling, hunting, and fishing.


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