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FIFS Capital Advisor Group is proud to welcome Timothy Swartley, CFP to our team!

 

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FIFS Capital Advisor Group is proud to welcome Timothy Swartley, CFP® to our team! Tim brings 20+ years of experience in the financial services industry, most recently managing the retirement services team at Univest Corporation. Specializing in making complex investment and financial planning concepts easy to understand, Tim is excited to engage with business owners, HR managers, employees and current clientele in his new role at FIFS.    

Please welcome and congratulate Tim in his new endeavor and feel free to contact him to begin a conversation about your company’s retirement plan or your personal financial goals.

Tim Swartley is a Certified Financial Planner, holds FINRA licenses 6, 7, 63, and 66 and a PA Life and Health Insurance license. FIFS Capital Advisor Group is a financial planning division of Franconia Insurance & Financial Services.

Learn more about Tim Swartley here!

 


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