Our financial advice team

Jason Sweitzer, Financial Advisor serving the Oakland, MD area - Ameriprise Advisors

Jason Sweitzer

Financial Advisor

CFI Financial Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 9 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Family Finances

Education

  • Bachelors of Business Administration Summa Cum Laude at Ohio University, Athens OH,

Community participation

  1. Frostburg State University Foundation
  2. Community Trust Foundation, Supporting Garrett and Allegany County, MD

Interests

  • Travel
  • Youth Sports (Baseball, Soccer and Swimming)
  • Skiing and Boating
  • Historical Sites and Events