Wealth Management Advisor Michael Schwartz CFP® Named as One of America’s PremierExperts®
Michael Schwartz, CFP® has recently been named as one of America’s PremierExperts® in recognition of his success and knowledge as Wealth Management Advisor.
Michael Schwartz, CFP® is a Wealth Management Advisor affiliated with Pioneer Financial located in New York, NY. Michael helps high net worth clients achieve their goals and objectives related to accumulation, protection and distribution of wealth by applying a special blend of knowledge and skill. Michael meets individually with high net worth and emerging high net worth individuals to develop a personal financial plan suited to their unique situation. He creates a financial blueprint and road map for his clients and their families to follow. His approach is very simple; through a qualitative process he gets to know his clients, their goals and objectives. Utilizing that information, he takes a quantitative approach to design a distinct customized plan. This can range from simple needs based life insurance planning to complex estate planning designed to protect one’s assets upon transfer.
To learn more about Michael Schwartz, CFP® please visit: www.pioneerfinancial-
For more information about America’s PremierExperts®
About America’s PremierExperts®
About Pioneer Financial:
Pioneer Financial is a marketing name for Michael Schwartz, CFP®and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity. Michael Schwartz, CFP®is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities)
Page Updated Last on: Feb 20, 2014