Schwartz Financial Associates Inc

701 Route 73 N Ste 6
Marlton, NJ 08053-3466

856-216-0390

Languages Spoken

English

Payment Types

Personal Check

Special Services Offered

Personalized Financial Analysis

Services Offered

College Planning, Estates, Trusts & Gifts, Profit Sharing Plans, Retirement Planning, Estate Planning, Income Tax Preparation, Individual Retirement Programs, Accounting Services, Estate Taxes, Corporate Taxes, Financial Planning, Pension Plans, Tax Penalty Assistance, Income Tax Planning, Tax Planning & Preparation, Investment Management

Customers Served

Small Businesses, Estates, Individual

Licenses, Certifications, Accreditations

AICPA Member, Series 7 Licensed

Products Offered

College Investment Accounts, Savings Accounts, Tax Favored Accounts--Keogh, SEP, IRA, Money Market Accounts, Mortgages / Home Loans, Revolving Credit Lines, Credit Cards, Investment Products, Consumer Loans

Special Services Offered

Securities Brokerage

Services Offered

Asset Management, Cash Management Services