About Jayd Swendseid

I work as a Financial Advisor to a variety of business owners and individuals. I also work in tandem with other financial professionals such as CPA's, tax preparers and Estate Attorney's.

Dedication to a refreshing set of core values including honesty, integrity, caring and community is something I am committed to in my financial services approach. I use these core values as a guide when servicing each and every one of my clients and taking care of them is my number one priority. I make it a point to be available to assist my clients with any financial needs or concerns at any time day or night.

In addition to standing by my core values, I add value to my clients by helping them with the following financial services:

*Matching financial goals with current actions
*Building a master financial strategy which clients can use as a road-map for their future goals and dreams
*Providing solutions and clarity to estate planning and investment strategies 
*Assessing risk management needs which includes life insurance and annuities
*Helping determine the proper College Saving Strategies

If you have any questions you may contact me via phone, e-mail or simply use this website to ask any question or get quote about any services we offer.