Stephen Schwartz

Contact

Stephen Schwartz, CFP®
Wealth Management Advisor

245 Park Ave Fl 18
New York, NY 10167-0002

Phone: 646-366-6700

Fax: 212-944-2887

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Plan Now for Your Future

At PIONEER FINANCIAL our goal is to focus on the individual needs of each of our clients and bring to light innovative and sound financial solutions. 

Personal Planning

Stephen Schwartz works with individuals in a wide range of financial solutions from Insurance and Investment Planning to Wealth Management and Trust Services. Steve is committed to his clients’ financial security and leverages his education and strong work ethic to deliver financial solutions. 

Steve works one-on-one with individuals and specializes in creating Financial Plans as a road map for his clients and their families. Areas he specializes in are Investment Advisory Products & Services, Wealth Protection and Risk Management  as well as Estate Planning.

  

Business Planning

Steve’s work with business owners follows the same value based approach he takes with his individual clientele. He works to clarify and help prioritize the owner’s goals and aspirations for their business before developing a financial strategy that helps align the business with the appropriate solutions. 

Steve specializes in these Business Areas:  Nonqualified Deferred Compensation Plans, all Types of Defined Contribution Plans as well as Defined Benefit/Profit Sharing Plans and helping businesses Retain Key Employees.   

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