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Steve Schwartz
Financial Advisor at White Oak Wealth Management
Seasoned financial advisor delivering personalized wealth management services.
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Location
Buford, Georgia, United States, US
Bio
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Topline AI
Steve Schwartz is a seasoned financial advisor with over 7 years of experience in guiding individuals and families in achieving their financial goals. He has worked with prominent companies such as Cornerstone Private Client Group and Guidance Wealth Management, providing expert financial guidance and wealth management services.
With a strong background in the financial industry, Steve has developed a deep understanding of investment strategies, retirement planning, and estate planning. He is committed to delivering personalized service and tailored solutions to each client.
Currently, Steve is a Financial Advisor at White Oak Wealth Management in Buford, Georgia.
Experience
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White Oak Wealth Management
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Buford, Georgia, United States
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Financial Advisor
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Oct 2023 - Present
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Buford, Georgia, United States
Guidance Wealth Management was renamed to White Oak Wealth Management
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Guidance Wealth Management
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United States
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Financial Advisor
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Aug 2021 - Jun 2024
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United States
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Cornerstone Private Client Group
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Suwanee, Georgia
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Financial Advisor
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Oct 2013 - Aug 2021
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Suwanee, Georgia
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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