Fred Schwartz

As a member of the financial services community for over two decades, my primary focus has been and continues to serve retirement planning. My customers and colleagues tell me I am an outstanding speaker and advisor whose professional goals are to educate and familiarize individuals, family's and business owners with the relevant issues that impact their lives today.

I spend quality time with each and every one of my prospects and clients in an effort to comprehend their unique, individual goals and objectives. After a comprehensive evaluation of the circumstances, effective and viable recommendations are customized to those unique goals and are proposed. This process allows me to interact and participate with a journey that will ultimately create an ideal financial future, before, during and after conferring with my clients.

I have worked with some of the largest firms in the industry while consistently attaining production and recognition including honors as Chairman’s Council, National Leaders Core and The Star award. The awards are not as rewarding as knowing you have done the right job for the people that have placed their confidence and trust in you. That is truly an award I would be proud to accept.

I am licensed in Life, Health and Property/Casualty Insurance and at present time have placed my securities licenses on hold. They would include Series 6, 63 and 65. Involvement in charitable organizations is a personal choice which I lend my time and financial support for the benefit of Cystic Fibrosis, Make a Wish Foundation, MS150 and Sloan Kettering Cancer Research.

I love to golf, bike, travel, read, learn and spend time with my Family. Being active in the community and giving back are very important virtues I believe in.