Mark Swartz Email and Phone Number
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Mark Swartz personal email
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Our firm provides comprehensive financial strategies to individuals, business owners and corporate fringe benefit planning to institutional, public and privately-held companies. Our collaborative team of specialists strive to identify and address key issues and concerns for our clients, their partners and/or trusted advisers. My unique level of experience coupled with the resources our team provide, enables us to create and implement strategies that build value for our clients and their organization.My areas of focus are working with Businesses, Business Owners and Professional Organizations. As an Accredited Investment Fiduciary with over 30 years of experience in the Retirement Plan area, I am able to assist plan trustees with building and enhancing their process in plan oversight and providing greater value to their plan participants. We pride ourselves in our process which enables us to have a deeper understanding of our clients' needs and provide strategies designed to enhance their planning.
Ascend Planning And Consulting, Llc
View- Website:
- ascendplanning.com
- Employees:
- 14
Mark Swartz Skills
Mark Swartz Education Details
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Temple University - James E. Beasley School Of LawLaw -
College For Financial PlanningCertified Financial Plannertm Professional
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Drexel University'S Lebow College Of BusinessBusiness
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The American College Of Financial ServicesChartered Life Underwriter & Chartered Financial Consultant
Frequently Asked Questions about Mark Swartz
What company does Mark Swartz work for?
Mark Swartz works for Ascend Planning And Consulting, Llc
What is Mark Swartz's role at the current company?
Mark Swartz's current role is President and CEO.
What is Mark Swartz's email address?
Mark Swartz's email address is ma****@****ors.com
What is Mark Swartz's direct phone number?
Mark Swartz's direct phone number is +170320*****
What schools did Mark Swartz attend?
Mark Swartz attended Temple University - James E. Beasley School Of Law, College For Financial Planning, Drexel University's Lebow College Of Business, The American College Of Financial Services.
What skills is Mark Swartz known for?
Mark Swartz has skills like Financial Services, Insurance, Retirement Planning, Wealth Management, Business Succession Planning, Executive Benefits, 401 And Other Qualified Retirement Plans.
Who are Mark Swartz's colleagues?
Mark Swartz's colleagues are Tareq Khattar, Cfp®, Aif®, Thomas C. Natoli, Connor Williams, Jason Crawford, Cfp®, Ricp®, Clu®, Aaron Kniss, Gavin Fung, Lisette Bez.
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