Who We Are
We are a team of financial planning professionals to whom three generations of clients and businesses have turned to for guidance. We are, and have always been, an independently-managed firm – our allegiance is only to our clients and their financial wellbeing. We are the professionals you have been looking for to help you successfully navigate your financial journey.
Where We Came From
Over 65 Years ago, Julian Schwartz started this practice and was a Founding Member of the International Association of Financial Planners, the precursor to the current Financial Planning Association. He laid the groundwork of principles on which we continue to operate – integrity, professionalism, and client commitment.
Why We’re Different
When you choose to work with Schwartz Financial Associates of Firstrust Financial Resources, you are so much more than a client; your journey becomes part of ours. We measure our success on helping you pursue your financial goals. We believe in transparency and offer you independent financial guidance coupled with technology driven strategies.