Jeff M. Swygert,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff M. Swygert, CFP®

Partner

Apex Wealth Advisors

7000 Central Parkway, Ste 1770
Atlanta, GA 30328
(470) 867-1811

General

Jeff Swygert is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Apex Wealth Advisors in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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