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

(610) 525-6326

12 Elliott Ave
Bryn Mawr, PA 19010

©2017 BY BLUEBIRD WEALTH PARTNERS. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH WOODBURY FINANCIAL SERVICES, INC. MEMBER FINRA, SIPC AND REGISTERED INVESTMENT ADVISOR. * NOT FDIC OR NCUA INSURED * NO BANK OR CREDIT UNION GUARANTEE * MAY LOSE VALUE * P.O. BOX 64284, ST. PAUL, MN 55184 (800) 800-2638

BLUEBIRD WEALTH PARTNERS AND AND WOODBURY FINANCIAL SERVICES, INC. ARE NOT AFFILIATED ENTITIES

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK

JARED IS LICENSED TO OFFER SECURITIES IN THE STATES OF PENNSYLVANIA (PA), CALIFORNIA (CA), CONNECTICUT (CT), NEW JERSEY (NJ), NEW YORK (NY), AND UTAH (UT).

NOT AN OFFER OR SOLICITATION IN ANY STATE WHERE NOT PROPERLY LICENSED AND REGISTERED.

BLUEBIRD WEALTH PARTNERS

ABOUT

Jared M. Schwarz, CFP®
 

For over 10 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.

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

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

CONTACT ME

12 Elliott Ave
Bryn Mawr, PA 19010

Address:

Email:

Phone:

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