Experience.com
Unclaimed
Neighborhood
Google

Get found as the Top Financial Advisor in Fort Bragg, CA

Paul A Sweigart - Financial Advisor in Fort Bragg, CA

Paul A Sweigart

Financial Advisor

5.0
(2)
As your local Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals,...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 4 PM
Wed
8 AM to 4 PM
Thu
8 AM to 4 PM
Overall Ratings
5.0
(2)
Filter by Date
Range
Filter by Rating
Reviews from Web
  • 5.0
    google
    J
    Joshua L
    Posted on May 13th, 2022 12:00 AM
    Paul loves what he does and he does it very, very well. He has helped me manage my portfolio for several great years in the stock market!
  • 5.0
    google
    G
    Gavin H
    Posted on May 13th, 2020 12:00 AM
    Paul has been my Financial Advisor for 5+ years, I trust him to balance my retirement portfolio, and it has done quite well. He keeps in touch with updates, with new market knowledge multiple times a year. I recommend using him. He educates,...
    read more
  • 2 of 2
    About
    As your local Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s marketplace.With this philosophy in mind, we strive to provide to you a friendly, local environment where you can really get to know your financial advisor. So, a little about me and our office.I grew up in Northern California and I am a graduate of California State University, Chico. I have been in the financial industry for over 16 years. I am married to my beautiful wife of 20 years, Tara, and I have three children.Active in the community, you may see me coaching or just simply donating my time to a community project. I serve on the Fort Bragg Rotary Board as past-president. I am also on the board of directors for the Symphony of the Redwoods and the Noyo Center for Marine Science, and I am also a supporter of various local non-profits.In my free time, I enjoy traveling and spending time with my family. I love to spend time outside by participating in all sorts of recreational activities, including sports and camping. I have an experienced team of senior branch office administrators, Verna Nailor and Katie Vichi, to help you with your administrative needs. Verna has been with Edward Jones for 24 years and in her spare time, she likes gardening, riding bikes and spending time with her grandchildren. Katie has been with Edward Jones for 15 years and loves to spend her free time exploring, hiking and enjoying all the Mendocino coast has to offer.We would like to get to know you as well. We have answers to your questions, so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.
    Specialities
    Wealth Strategies
    Socially Conscious Investing
    Charitable Giving
    Estate & Legacy Strategies
    Retirement Income Strategies
    Entrepreneurs & Business Owners
    sustainable investing
    55
    /850
    Search Rank Score
    What is the Search Rank Score®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    FAQs
    Here are some Frequently Asked Questions about Paul A Sweigart
    What organization is Paul A Sweigart associated with?
    Paul A Sweigart is associated with Edward Jones.
    What is Paul A Sweigart’s work email address?
    Paul A Sweigart’s professional email address is p***********t@e**********.com. You can also email Paul A Sweigart by clicking on the contact Paul A Sweigart.
    Where is Paul A Sweigart based out of?
    Paul A Sweigart’s primary location is Fort Bragg, CA.
    What is Paul A Sweigart's phone number?
    Paul A Sweigart's phone number is (707) 961-1114
    What is Paul A Sweigart's title??
    Paul A Sweigart is a Financial Advisor.