Financial Services Swartz
455 North Main Street Suite A
Decatur, IL (Illinois) 62523-1110
Decatur, IL (Illinois) 62523-1110
Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years Since 1962
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Mutual Funds, Non-Qualified Retirement Plans, Open End Mutual Funds, Qualified Retirement Plans, Stocks, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
| Services: | Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educational Planning, Estate Planning, Executors, Family Wealth Planning, Fee-Based Services, Individual Services, Investment Planning, Living Trusts, Long Term Planning, Notary, Online Services, Personal Planning, Personal Trusts, Power Of Attorney, Probate, Research, Short Term Planning, Tax Planning, Tax Services, Trust Plan, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Services, Wealth Planning, Wealth Preservation |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
Additional Categories
Financial Services Swartz is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Financial Services
- Investment Advisory Service
- Portfolio Management > Financial Planning & Services
- Investment Advice
- All Other Business Support Services > Financial Services
- Investment Advice > Financial Planning & Services
- Business Services, Nec > Financial Services
