Swartz Financial Planning

"Michael and his team have been amazing to work with! He is not only knowledgeable and thorough but also genuine and personable. He explains everything so that I understand and came up with a customized plan personalized to me. I am so glad that I found him to help me attain both my short term and long term financial goals. I would recommend him, Ben, and the rest of his team to any friends and family because you can trust them to have your best interests in mind."

"I have been working with Michael now for a few months and I can't recommend him enough. I don't feel like I'm just another number in a long list of clients when working with Michael. He has always been warm and professional when working together, and I feel is helping me quite a bit to navigate the complex world of personal finance. I highly recommend his services to anyone looking for a financial advisor!"

"Michael is knowledgeable, genuine, and incredibly focused on helping his clients meet their financial goals. He provided great advice and tailored recommendations to my specific circumstances and plan for saving and retirement. I would recommend any family or friend to visit Michael and LaXFP for their financial planning and tax prep needs."

"I can’t recommend Michael and his team highly enough, as they have been nothing short of exemplary professionals. Michael has been a knowledgeable resource, listener, advisor and teacher, and he’s been thorough and methodical in his process every step of the way. Most importantly, he and his team genuinely care about our personal well-being and financial health. They are truly committed to their clients."

"I am thankful and fortunate Michael entered my family 's life. He is disciplined, thorough, and attuned in all facets of his work. He helped my family set financial goals, organize our budget, and save for our present and future. I had no idea how much I did not know in the arena of financial planning. Michael's financial advice and insights provide my family with tremendous peace of mind and security. His availability is outstanding. I feel comfortable contacting him with any question or request. He greets my inquiries with respect and clearly considers my questions when crafting a response. One one occasion, he talked with me late into the evening until my questions were answered. I am doubtful I would receive such flexible, individualized care from a larger financial planning group. I recommend Swartz Financial Planning enthusiastically, and without hesitation. I will continue to work with Michael and trust his sound stewardship."