portrait of Roland C Swasey
FINANCIAL ADVISOR

Roland C Swasey

CFP®, AAMS™, CRPC™
2 S Park St, Lebanon, NH 03766opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Business Retirement Plans
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Coaching Sports
  • Pets
  • Woodworking

Team Members

  • Debra Carter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(603) 678-5196

Fax

(888) 489-6628

Office Address

2 S Park St
Lebanon, NH 03766opens in a new window

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