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M. H. Swanson & Associates

408 East Market Street, Suite 202
Charlottesville, VA 22902

(434) 979-4822

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Contact Information

Main
(434) 979-4822

Who We Are

M.H. Swanson & Associates is a full-service financial services firm committed to helping people pursue their long term financial goals.  A wide range of financial products and services are offered to individuals and business owners.  The financial advisors will help develop a customized financial program and strategies that meet your plans and objectives.  Products and services used include: 

 

  • Investment management
  • Retirement strategies 
  • Socially responsible investments       
  • Insurance and annuity products
  • Lifestyle preservation strategies
  • Customized strategies
  • Goal based planning
  • Wealth management
  • Long-Term Care Insurance

Who We Serve

Languages Spoken
English
Service Area(s)
Albemarle County
,
Charlottesville City
,
Culpeper County
,
Fauquier County
,
Greene County
,
Madison County
,
Orange County
,
Rappahannock County

Cost & Payment Methods

Payment Method(s)
Private Pay
Fee Structure
Fee Range

Age Requirements
18 and over
Family
No

Available 24/7
No
Additional Availability Comments
Monday through Friday 9AM until 4:30PM

Intake Process
Call for more information or to set up an appointment
Self Refer
Yes
Provider Refer
Yes