James Swallow Ameriprise financial advisor in Charlestown, MA

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James Swallow

CFP^®

Financial Advisor

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Map & Directions

Refer Me

(617) 242-0700

james.h.swallow-jr@ampf.com

Office Location

2 Constitution Plz
FL 1
Charlestown, MA 02129-2032
Map (617) 242-0700

License Information

I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct business in GA, PA, RI, NH, ME, NY, FL, CA, TX, MS, OH, CT.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

Calculators

Retirement income

Investment returns

Roth conversion

Market Watch

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.