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Home > Financial Planner Directory > Maryland > Bethesda > Louis J. Schwarz, CFP®,RFC®,QFP,ChFEBC
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Louis J. Schwarz, CFP®,RFC®,QFP,ChFEBC

Schwarz Financial Services LLC

4405 East-West Hwy
Ste 502
Bethesda, MD 20814-4536
Phone: (240) 380-2558
Fax: (301) 968-4025

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Married
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.