Edward Jones- Financial Advisor: Olivia Swift

Edward Jones- Financial Advisor: Olivia Swift Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones- Financial Advisor: Olivia Swift, Financial service, 400 Porter Street St 101, Franklin, NC.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Please join us for our seminar Retirement: Making Your Money Last. This seminar will be focused on ways to help you work...
08/18/2026

Please join us for our seminar Retirement: Making Your Money Last. This seminar will be focused on ways to help you work towards achieving your retirement goals with a focus on providing for your income needs.

Although this seminar focuses mainly on those nearing retirement or already in retirement, we welcome everyone to join us, ask questions, and see what useful information you can take away!

This seminar will be held at the Macon County Senior Center at 12:30 on September 3rd. We look forward to seeing you all there!

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4x49ePb

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
08/13/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
08/11/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
08/07/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
08/05/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
08/03/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Address

400 Porter Street St 101
Franklin, NC
28734

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18283695061

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