Advisor Details

Advisor Details

Financial Advisor in Washington Crossing, PA

Personal Bio

Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning, Tax and College Funding. Also has a Tax and Exit Planning Practice. Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations. A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals. Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS) and a Certified Funds Specialist (CFS) and stays currentwith the continuing education requirements for each designation. A resident of Holland, PA, Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.

Firm Name

Schwartz Financial

Firm Bio

Since 1984 we have been helping Business Owners, Professionals, Families and Individuals get to tomorrow.

Firm SEC/CRD #

7717

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SEC

NASAA

Firm Logo

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Advisor SEC/CRD #

1241969

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    NASAA

    Disclaimer

    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.

Contact:

1105 Taylorsville Road Suite 321
Washington Crossing, PA 18977

mike@schwartzfinancial.com

(215) 886-2122

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