Timothy V. Swartley

CFP
Financial Advisor

(267) 384-5300 Ext. 2535
Contact Tim via Email

 Visit LinkedIn Profile

Tim believes that investment conversations do not need to be complicated. He engages in meaningful conversations with clients about their goals for their lives, the lives of the people who are important to them, and the legacy they would like to leave behind.

With over 20 years of experience in the financial services industry, Tim works closely with employers and their employee retirement plans. He consults with business owners, HR managers and employees alike, engaging in a variety of conversations from the board room to the warehouse. He works hard with employers and employees to ensure that retirement plan participants have the best possible chance of retiring on their own terms.

Tim is well rooted in the community, and has served on various boards including Generations of the Indian Valley and the Franconia Mennonite Conference. He serves on the finance committee and manages various funds for his church. Tim is active in the Indian Valley Chamber of Commerce and a graduate of the Chamber’s Community Leadership Institute.

 

Timothy V. Swartley

CFP
Financial Advisor

(267) 384-5300 Ext. 2535
Contact Tim via Email

 Visit LinkedIn Profile

Tim believes that investment conversations do not need to be complicated. He engages in meaningful conversations with clients about their goals for their lives, the lives of the people who are important to them, and the legacy they would like to leave behind.

With over 20 years of experience in the financial services industry, Tim works closely with employers and their employee retirement plans. He consults with business owners, HR managers and employees alike, engaging in a variety of conversations from the board room to the warehouse. He works hard with employers and employees to ensure that retirement plan participants have the best possible chance of retiring on their own terms.

Tim is well rooted in the community, and has served on various boards including Generations of the Indian Valley and the Franconia Mennonite Conference. He serves on the finance committee and manages various funds for his church. Tim is active in the Indian Valley Chamber of Commerce and a graduate of the Chamber’s Community Leadership Institute.

An avid Philadelphia sports fan, Tim hopes to see a parade down Broad Street again in the near future.

Tim enjoys an occasional round of golf with friends or clients in his free time.

One item on Tim’s bucket list is to travel to Alaska and fish for halibut.

Tim once had his picture displayed on a large billboard in Times Square.

Contact Timothy V. Swartley

Please use our form below to contact Tim directly.

Our office is pleased with the service we receive from Franconia Insurance. Joanne and the team offer exceptional customer service and go above and beyond everytime.


Bryan H.

Harleysville

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