Brian Swerdlow Email and Phone Number
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Brian Swerdlow personal email
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❏ Are you an entrepreneur or small business owner concerned because you have no retirement plan in place, or... do you prefer to cross your fingers and hope everything will just fall into place when you leave your business or stop getting paychecks?❏ Is keeping your principal investment safer while creating streams of income that you won't outlive something you'd like to do?.. Or do enjoy exposing your money to endless risk and volatility?❏Do you want to find every legal means to pay less in tax,..Or do you enjoy paying more tax than absolutely necessary?★ My name is Brian Swerdlow and I'm the founder and CEO of Anchor Financial Advisors, LLC, a Chicago-based strategic retirement income and insurance planning firm.I work closely with my clients to maximize their income and social security benefits. I want to ensure every dollar of your retirement plan works as hard and smart you do.★ What I Do:I specialize in:✔ Creating customized plans that help individuals, business owners, and entrepreneurs achieve their unique financial goals.✔ Helping hard working people maximize their income, leveraging every dollar they earn so that it does the work of three or four.✔ Discovering ways to assist my clients in clarifying what they really want their money to do, both now and when they retire.✔Finding new products and protocols to ensure my clients won't run out of money when they decide to sell their businesses, change careers, or stop working altogether.★ Why I Do It:Safe, contractually-guaranteed growth is my passion. I'm about finding solutions, not about selling products. My approach to financial planning is holistic, yet practical and built on time-tested and sound principles of retirement income planning. My greatest satisfaction comes from ensuring my clients have safer, more secure financial futures.
Anchor Financial Advisors, Llc
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- anchorfinadv.com
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PresidentAnchor Financial Advisors, Llc 2013 - PresentSchaumburg, IlAnchor Financial is a Chicago based Retirement Income and Insurance Planning Firm. We specialize in designing and customizing targeted plans for those who are seeking a better lifestyle in retirement. We develop unique strategies for individuals and couples at all economic levels in order to help them attain their financial goals and most importantly establish financial peace of mind. At Anchor Financial we eliminate the stress and guesswork associated with potentially complex decisions by streamlining unique solutions to all lifestyle needs. We take pride in knowing that our strategies are not only cutting-edge, but cost effective and always engineered to maximize benefits for our clients that last a lifetime.
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PrincipalStarfort Financial 2012 - Nov 2016Chicago, IllinoisStarFort Financial is an independent insurance and retirement planning firm serving business owners, young professionals, high and ultra-high net worth individuals and families, retirees, and non-profit organizations across the U.S.We are a Chicago-based firm owned and operated by partners who are fully invested in helping clients achieve their goals. With more than 50 years of experience and success, we specialize in the design and implementation of tax-efficient insurance and retirement asset strategies that cover a wide scope of insurance and retirement objectives.We help clients understand all of the ins and outs of any of the life insurance and retirement income products available across today’s entire market. We drill down on the features of the products and the language in the contracts to bring clarity, comfort and confidence to the solutions we provide each client. -
Owner/PresidentAnchor Financial 2007 - 2012Retirement Income Planning Firm.Specialized in mortgage protection, final expense, life insurance services and retirement planning.
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PresidentSwerdco Properties, Inc. 2002 - 2007Northbrook, IllinoisInvestment Real Estate specializing in acquisitions and brokerage of investment properties.
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Founder / CeoEbs Public Relations 1993 - 2000High tech PR firm, sold to Porter Novelli
Brian Swerdlow Skills
Brian Swerdlow Education Details
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Business
Frequently Asked Questions about Brian Swerdlow
What company does Brian Swerdlow work for?
Brian Swerdlow works for Anchor Financial Advisors, Llc
What is Brian Swerdlow's role at the current company?
Brian Swerdlow's current role is Founder / CEO of Anchor Financial Advisors, LLC.
What is Brian Swerdlow's email address?
Brian Swerdlow's email address is br****@****ech.net
What is Brian Swerdlow's direct phone number?
Brian Swerdlow's direct phone number is +131227*****
What schools did Brian Swerdlow attend?
Brian Swerdlow attended University Of Iowa.
What skills is Brian Swerdlow known for?
Brian Swerdlow has skills like Indexed Annuities, Life Insurance, Business Strategy, Financial Analysis, Mergers And Acquisitions, Strategic Planning, Insurance, Strategy, Wealth Preservation Planning, Risk Management, Strategic Financial Planning, Management Consulting.
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Brian Swerdlow
Northbrook, Il5oakrp.com, ameritech.com, ameritech.net, starfortfinancial.com, anchor-financial.com1 +184766XXXXX
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