Relationships. Rigor. Results.
Powerful Insight, Steadily Delivered.
Sincerely Invested with You.
“There is nothing more important than three aspects that this company brings to the equation: skill, responsibility, and integrity.”
- John Rakolta, Jr., CEO, Walbridge
“Schwartz & Co. has done an excellent job of advising our employees and staff and done a fine job of guiding our investment committee.”
- Jim Nicholson, President and CEO, PVS Chemicals
“Schwartz & Co.’s presentation to our group was interesting, straight-forward, and eye opening. For those of us who understand the overall picture, their one-on-one session was incredibly useful when it cam to the nitty gritty. I hope to see someone come down to our office at least once a year to provide these consultations and group sessions.”
– 401(k) participant, technology industry, New York, NY
“My advisor is so great and explained things to me so that a person with no previous knowledge of stocks or 401(k) would understand. She gave me great advice, and I increased my contribution because of her great advice.”
– 401(k) participant, architecture industry, Phoenix, AZ
“My advisor was very helpful and patient. I am so glad that I was able to meet with him and discuss my options. I would strongly advise anyone who is not experience to schedule an appointment with him.”
– 401(k) participant, hospitality industry, Sea Island, GA
At Schwartz & Co., we have a distinguished history of serving our clients and helping them attain their financial goals. Driven by family values, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners, and we specialize in providing retirement plan consultative services, customized wealth management and investment banking services. Contact us today to learn more about our firm and how we can help you achieve your financial goals.
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