Schwartz Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1105 Taylorsville Rd Ste 321, Washington...

Phone Number

(215) 886-2122

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Schwartz Financial

Schwartz Financial Services offers comprehensive wealth management and financial planning services in Washington Crossing, Pennsylvania. The firm is led by Michael L. Schwartz, a registered principal who provides securities and advisory services through Independent Financial Group, LLC. Their intended clients include business owners, individuals, and families seeking to achieve financial success. Schwartz Financial Services is licensed to sell securities in multiple states and emphasizes the importance of consulting legal or tax professionals for specific advice.Explore more
Schwartz Financial's Social MediaPopular SearchesSchwartz FinancialSchwartz Financial Services IncSchwartz Financial ServicesSchwartz Land Company LLCSchwartz Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Schwartz Financial Org Chart

MS
United States flag for contact location.

President, Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schwartz Financial

<$5M
1-10
Private
-
1984
MS
Michael SchwartzPresident, CEO
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
<$5M
1-10
Private
-
2008
JL
Jacklyn LehrOffice Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

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Activity Insights

Schwartz Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schwartz Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schwartz Financial.

Schwartz Financial Tech Stack

A closer look at the technologies used by Schwartz Financial

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Frequently Asked Questions Regarding Schwartz Financial

What is Schwartz Financial's official website?
Schwartz Financial's official website is www.schwartzfinancial.com
What is Schwartz Financial's Revenue?
Schwartz Financial's revenue is <$5 Million
What is Schwartz Financial's SIC code?
Schwartz Financial's SIC: 62,628
What is Schwartz Financial's NAICS code?
Schwartz Financial's NAICS: 52,523
How many employees does Schwartz Financial have?
Schwartz Financial has 1-10 employees
What industry does Schwartz Financial belong to?
Schwartz Financial is in the industry of: Finance, Securities Trading
What is Schwartz Financial competition?
Schwartz Financial top competitors include: Radnor Financial Advisors, Severn Financial Solutions, Fountainhead Wealth, Stabler Wealth Management
What technology does Schwartz Financial use?
Some of the popular technologies that Schwartz Financial uses are: Google Font API, Microsoft 365, Google Tag Manager, Amazon Web Hosting
How do I contact Schwartz Financial?
Schwartz Financial contact info: Phone number: (215) 886-2122 Website: www.schwartzfinancial.com
What does Schwartz Financial do?

Schwartz Financial Services offers comprehensive wealth management and financial planning services in Washington Crossing, Pennsylvania. The firm is led by Michael L. Schwartz, a registered principal who provides securities and advisory services through Independent Financial Group, LLC. Their intended clients include business owners, individuals, a... nd families seeking to achieve financial success. Schwartz Financial Services is licensed to sell securities in multiple states and emphasizes the importance of consulting legal or tax professionals for specific advice.Read More

What are Schwartz Financial social media links?
Schwartz Financial Linkedin page Schwartz Financial Twitter page Schwartz Financial Facebook page
Is Schwartz Financial a public company?
Schwartz Financial is private company therefore does not currently have an official ticker symbol
See more information about Schwartz Financial

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