Mark Swartz Email & Phone Number

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.

Listed skills include Financial Services, Insurance, Retirement Planning, Wealth Management, and 3 others.