We are a full service independent financial consulting firm offering comprehensive Financial Plans, Asset Management, and Risk Management products and services. Our team is led by Tamara S. Kukainis, CFP®. Throughout the years, we have successfully guided our clients through every market situation and economic cycle – and have assisted them in meeting the challenges of every stage of their lives.
Why Choose Schwartz Financial as your Financial Planning Partner? We will help you determine the path that is right for you and take the journey together. We help you understand where you are in your financial life, by pulling all the pieces together for you. We help you define where you want to be by focusing on your goals – short, medium, and long term – and we create a plan for you to reach those goals. Our team approach, from our in-office staff to our broad professional alliances, will help you “get there”.
One of the things that makes us unique in the financial services industry is our longevity. Julian Schwartz started the practice in 1958, when the industry was in its infancy. He was a founding member of the International Association of Financial Planners, the pre-cursor to the current Financial Planning Association. He had an intense commitment to his clients and strong work ethic. “We have grown our business to provide cutting-edge services while carrying on my father’s tradition of helping people and businesses grow and succeed.” The staff and affiliates of Schwartz Financial share this commitment to our clients and maintain the highest standard of integrity. The industry is ever-evolving and we stay current through continuing education and involvement with colleagues to provide our clients with “Wall Street” experience with a “Main Street” personal touch.
Trust in your Financial Professional is integral to the client-advisor relationship. You can be assured of our commitment and dedication to your financial success.