Gregory J Schwartz
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
3707 W Maple Rd Ste 201, Bloomfield Hill...Phone Number
(248) 644-2701Website
www.gjsco.comRevenue
$7.3 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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1
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3
About Gregory J Schwartz
Gregory J. Schwartz & Co., Inc. is a financial services firm that specializes in providing retirement plan consultative services, customized wealth management, and investment banking services. The company serves a diverse clientele, including large institutions, individuals, families, and business owners, leveraging a combination of boutique service and the resources of larger firms. With a commitment to skill, responsibility, and integrity, Schwartz & Co. aims to help clients achieve their financial goals through personalized advice and expertise. Their distinguished history and family values underpin their approach to client relationships and investment strategies.Explore more
Gregory J Schwartz Org Chart
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Activity Insights
Gregory J Schwartz is experiencing very low activity levels compared to other companies in the Finance sector.
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Gregory J Schwartz financials insights
Gather financial insights about Gregory J Schwartz, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Gregory J Schwartz Tech Stack
A closer look at the technologies used by Gregory J Schwartz
Most Recent Scoops
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to financial data compliance. Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in CircleBlack solutions.
Financial Planning, Compliance
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM). Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in Redtail Technology as a part of these initiatives.
CRM, Financial Planning
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to commission systems. Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in Billfin solutions as a part of these initiatives.
Financial Planning, Financial Systems, Sales Development
Funding
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Frequently Asked Questions Regarding Gregory J Schwartz
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Gregory J. Schwartz & Co., Inc. is a financial services firm that specializes in providing retirement plan consultative services, customized wealth management, and investment banking services. The company serves a diverse clientele, including large institutions, individuals, families, and business owners, leveraging a combination of boutique servic... Read More
