Michael Schwartz Email & Phone Number
Wealth Manager @ Independent Financial Group, LLC
Washington Crossing, PA, US
Michael Schwartz's Work
- Wealth Manager @ Independent Financial Group, LLC
- President, CEO @ Schwartz Financial Services
- Author @ Schwartz Financial Services
- Wealth Manager @ Independent Financial Group, LLC
- Wealth Manager @ First Allied Securities, Inc.
- Wealth Manager @ NEXT Financial Group
- Rep @ SunAmerica Securities
- Insurance Agent @ Prudential Financial
- Sailor, Squid, Proud US Navy Veteran @ United States Navy
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 University1977 - 1978
- Olney High1969 - 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
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