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Amelia Swehla, Financial Advisor

FINANCIAL ADVISOR
Amelia Swehla

2625 Development Dr Ste 15, Green Bay, WI 54311opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

About Amelia

My commitment is to provide the personalized approach you deserve when it comes to planning for your financial future. I am passionate about being a trusted partner to provide you advice on financial strategies and quality investment options that are the right fit for you.

I enjoy customizing strategies to help individuals and businesses save on taxes, navigate life events and job changes, and plan for multi-generational goals of enhancing, protecting and transferring wealth. I follow an established process that starts with a conversation about your priorities and your financial situation before recommending investments. I then partner with you throughout...

Work History

  • Edward JonesJuly 2019 to Current

Education

  • Canisius CollBachelor of Science

Personal Interests

  • Hiking
  • Cooking
  • Bird Watching
  • Spending Time with Family
  • Horseback Riding

Team Members

  • Theresa Schoenborn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(920) 336-1023

Fax

(877) 420-8872

Office Address

2625 Development Dr Ste 15
Green Bay, WI 54311opens in a new window

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