Merrill Lynch Financial Advisor Fern G Schwartz

About the Business:

Merrill Lynch Financial Advisor Fern G Schwartz leads The Schwartz Group, a distinguished financial practice located on the 49th floor of 600 Grant Street in Pittsburgh, PA. With a legacy spanning over forty years, Fern Schwartz has built a robust practice from the ground up, serving over 150 clients, including individuals, multi-generational families, and small businesses.

Our Philosophy:

At The Schwartz Group, we adhere to Fern’s core philosophy: listen intently and treat everyone with the same level of decency and respect as you would want someone to give to you. This principle has been the cornerstone of our growth and success.

Services Offered:

- Investment Solutions: Access a wide range of investment options from Merrill, tailored to meet your specific financial goals.

- Banking Products: Utilize a variety of banking products provided by Bank of America.

- Personalized Wealth Management: Our organized and comprehensive approach allows us to understand your life goals deeply and craft a personalized wealth management strategy to help turn your dreams into reality.

- Timely Market Insights: Stay on track with timely updates on market trends and the global economy.

- Proactive Outreach: We take pride in our proactive communication and meticulous attention to detail, ensuring we stay aligned with your evolving financial needs.

Our Approach:

We listen with care and advise with passion. Our team is dedicated to understanding your unique needs and providing a plan designed to make your wealth work for you. Our financial planning approach is guided by what matters most to you, ensuring your financial decisions today help build the future you envision.

Investment Considerations:

Investing involves risks, including the potential loss of principal. Past performance does not guarantee future results. It is important to understand that asset allocation, rebalancing, and diversification do not eliminate risk.

Legal and Tax Advisory:

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients are encouraged to consult their legal and/or tax advisors before making financial decisions.

Additional Information:

Merrill Lynch offers a broad range of services, from brokerage and investment advisory to financial planning. Understanding the differences between these services is crucial, particularly when determining which services to select. For more information, speak with your Merrill financial advisor.

Affiliations:

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., also a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., and its agents.