Byron (Rob) Swarts

Welcome to Byron (Rob) Swarts, your trusted partner in finance located at 222 Haddon Avenue, Haddon Township, New Jersey. We specialize in providing personalized investment advisory, wealth management, and institutional services to individuals, families, and businesses. Recognizing that every investor is unique, we begin by listening to your needs and understanding your financial landscape to tailor strategies that suit your specific circumstances.

Our affiliation with Oppenheimer allows us to offer a comprehensive range of investment services and products, ensuring that your capital is protected while you pursue financial growth. We are committed to managing risks with a focus on opportunities and prudent investing, considering factors like taxation and potential inflation that can impact your financial future.

Our experienced professionals, Al & Daniel, are dedicated to crafting strategies that align with your goals. With the independence to provide objective advice, we prioritize building long-term relationships founded on trust and understanding. We work alongside you, offering decisive action and tailored approaches to meet your financial objectives.

While we do not provide legal or tax advice, our team collaborates with your attorneys and tax professionals to ensure all aspects of your financial plan are well-executed. Some services may be provided by third-party affiliates, with whom we have established agreements that might involve fees or commissions.

Please note that our services are intended for residents of the states we operate in and are not a solicitation for securities or financial products in other jurisdictions. Certain alternative investments are available only to qualified investors and entail varying degrees of risk.

Visit us at Byron (Rob) Swarts to explore how we can help you achieve your financial aspirations with integrity and expertise.