Michael Schwartz founded Schwartz Financial Services in 1984 after only seven 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 Estate Planning.
Since losing his father at the age of seven, 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.
“Most of our new client relationships come from introductions from our current satisfied clients or from other professionals. We believe that this says a lot about the work we do.”
How can we provide value to you today?
Contact Michael Schwartz at 215-886-2122 to schedule a virtual meeting.