Works with HNW clients on their 13 Wealth Management issues. We do Comprehensive Wealth Management for individuals, companies, foundations and trusts. Also consults on tax prep and tax planning. Over 40 years experience in Insurance and Investments. Over 30 years experience in Tax Prep. Michael L. Schwartz, RFC, CWS, CFS, a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. Schwartz Financial and IFG are unaffiliated entities. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. For a list of states registered please visit www.schwartzfinancial.com
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1105 Taylorsville Road,
- Phone
- +1-215-886-2122
- mi****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- schwartzfinancial.com
- Keywords
- Insurance, Investments, Tax Planning, Comprehensive Wealth Management, Retirement Planning, College Savings Analysis, Estate Analysis.
- HQ
- Washington Crossing, Pa
Schwartz Financial Services Questions
Schwartz Financial Services's helpline number is +1-215-886-2122
Schwartz Financial Services's website is schwartzfinancial.com
Schwartz Financial Services's LinkedIn profile is https://www.linkedin.com/company/schwartz-financial-services
Schwartz Financial Services has
2 employees.
View email and phone details for 2
employees at Schwartz Financial Services.
Schwartz Financial Services's industry is
Financial Services
Schwartz Financial Services's top competitors are
Modern Wealth Management,
Keystone Pacific Property Management,
Salt Dental Partners,
Red Aspen,
Arnold Cpa,
Bitwise Asset Management,
Dane Street,
Fusion Family Wealth,
Boise Centre,
Lindt & Sprüngli (Canada), Inc.
Schwartz Financial Services's support email address is mike@schwartzfinancial.com
Schwartz Financial Services's categories are Financial Services
Schwartz Financial Services's founding year is 1984
