SWARTZFP

SwartzFP is not owned by or affiliated with any insurance company, bank, or broker-dealer. We create plans and give advice in your best interest, with no sales quotas or commissions. The way it should be... Our staff includes two Certified Financial Planners™ and a Masters of Business Administration. We also have an Enrolled Agent with the IRS, making him the only local CFP® who can also give tax advice... We never earn commissions or sell products. We are a NAPFA Registered Firm, the highest standard for fee-only fiduciary work, and a member of the Fee-Only Network. Our transparent fees make it easy to know what you're paying.

Primary location: La Crosse United States