Founded in 1993 by Ken and Roy Schwartz, Schwartz Financial Services, Inc. is an independent, full-service financial firm committed to helping individuals and businesses pursue their financial goals. They offer a wide range of financial products and services through their affiliation with LPL Financial, a major independent broker-dealer. Their core focus is on developing, implementing, and monitoring personalized strategies for clients, covering areas such as wealth management, retirement income planning, and estate conservation.

Founded in

United States