CFI Financial Advisors – Ameriprise Financial

CFI Financial Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, with an Oakland office on Garrett Highway. Financial advisor Jason Sweitzer, CFP®, APMA®, works with clients from the Oakland office, and the practice also has offices in Virginia and in Hagerstown.

Areas of Focus

Jason Sweitzer's Ameriprise profile lists a wide range of planning areas, including:

• Retirement planning and retirement income strategies
• Investments and wealth preservation strategies
• Estate, tax and intergenerational planning
• Financial planning for small businesses and business retirement plans
• Saving for education and charitable giving strategies
• Social Security retirement benefits, insurance and cash flow management

How the Practice Works

CFI Financial Advisors describes its approach as financial advice built around your goals at each stage of life, with custom investment strategies based on your needs. The team keeps in touch through regular conversations about your goals, life events and investments, and clients can reach their accounts through Ameriprise's secure digital tools from any device.

Call Us!

• Website
• (240) 226-3800
• Email