Michael Schwartz's Location

Washington Crossing, PA, US

Michael Schwartz's Work

Michael Schwartz's Education

  • Institute of Business & Finance

    BCE (Board Certified in Estate Planning)

    2010 - 2010
  • Cannon Wealth Institute

    CWS (Wealth Management)

    2008 - 2010
  • American College

    Insurance, Investments

    1994 - 2003
  • La Salle University

    BA (Business)

    1977 - 1978
  • Penn State University

    1977 - 1978
  • Olney High

    1969 - 1972

Michael Schwartz's Skills

  • Disability Insurance Planning
  • Banking
  • Multi Generational
  • Project Management
  • Wealth Management
  • Insurance
  • Estate Tax Planning
  • Private Client Wealth Management
  • Wealth Transfer
  • Insurance Planning

Michael Schwartz's Summary

Michael Schwartz, based in Washington Crossing, PA, US, is currently a Wealth Manager at Independent Financial Group LLC, bringing experience from previous roles at Schwartz Financial Services, Independent Financial Group LLC and First Allied Securities. Michael Schwartz holds a 2010 - 2010 BCE in Board Certified in Estate Planning @ Institute of Business & Finance. With a robust skill set that includes Disability Insurance Planning, Banking, Multi Generational, Project Management, Wealth Management and more, Michael Schwartz contributes valuable insights to the industry. Michael Schwartz has 4 emails and 1 mobile phone number on RocketReach.

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