Investment Advisor Directory

Investment Advisor: Schwarz Financial Services LLC

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

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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

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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