Investment Advisor: Schwarz Financial Services LLC
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Company: Schwarz Financial Services LLC
Contact: Louis J. Schwarz, CFP, RFC, QFP, ChFEBC
4405 East West Highway, Suite 502
Bethesda, Maryland, 20814
Phone: (866) 926-9690
Fax:
(301) 718-0604
Website: http://Www.Schwarz-financial.com
Registered investment advisory (RIA) firm offering fee-based discretionary investment management services including tax planning & preparation, financial & strategic planning services for investors, business owners and high net worth individuals.
Serves Counties: Anne arundel (MD), Baltimore (MD), Frederick (MD), Montgomery (MD), Prince georges (MD), (MD)
License #: 117485
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: QFP, CFP®, RFC®, ChFEBCsm
Products:
Reits
Bonds
Stocks
Mutual Funds
Exchange Traded Funds (etfs)
Minimal Assest: $250,000
License Type: Series
Insurance Type:
Disclosure: Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC
Investment Advisory Services offered through
Schwarz Financial Services LLC, a registered investment
adviser not affiliated with Royal Alliance Associates, Inc.
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