BLUEBIRD WEALTH PARTNERS, LLC

ABOUT

Jared M. Schwarz, CFP®
 

For over 15 years, I have helped people from all walks of life take control of their finances and plan for their future. I take the time to get to know my clients and work hard to help them achieve their goals using innovative techniques and highly ethical standards.

HONEST, STRAIGHTFORWARD APPROACH

I work for you and offer honest advice with upfront and fair pricing. My success is tied to your success. Contact me to setup a free initial consultation to learn more.

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RETIREMENT PLANNING

Maybe you are just starting to save or trying to play catch up. Either way, I am here to help. Let me guide you through all aspects of retirement planning including investing throughout your retirement years and sustainable retirement income strategies. Don't fly blind. Have a plan!

SERVICES INCLUDE:

  • All Aspects of Investing

  • Financial Goal Setting and Benchmarking

  • Financial Risk Management

  • Employee Benefit, 401(k) and Pension Consultation

  • Tax-Managed Investment Solutions

  • Socially Responsible Investment Strategies (SRI)

  • Retirement Income Planning

  • Financial Literacy, Education, and Pro Bono Charitable Work

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Do you need help making important decisions? Contact me today and let me put you back on track.

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CONTACT ME

12 Elliott Ave
Bryn Mawr, PA 19010

Office: (610) 525-6111 Mobile: (215) 913-9292

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