Michael Schwartz founded Schwartz Financial Services in 1984. 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 and College Funding.

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.

Successful individuals and families work with Michael to:

  • Develop and implement a comprehensive wealth management plan with a goal to help them reach their financial dreams.

  • Make smarter decisions in today’s political, economic and social environment.

  • Obtain an independent second opinion from a top financial planner in their area.

Michael has spent the last 30 years striving to help clients and prospects reach their financial dreams both in working with clients and publishing a “weekly market commentary” to over a thousand people for the last 9 years as well as having numerous articles published during that time period.

Michael L. Schwartz, RFC®, CWS®, CFS, a registered principal offering securities and advisory services through Independent Financial Group, LLC., A Registered Broker/Dealer and Registered Investment Advisor, Member FINRA-SIPC

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