Kevin Schwartz
ChFC®, CLU®, FIC, RICP®, BFA™
State(s) Licensed: FL, IN, KY, MN, ND, OH, WA, WI
7581 9th St N Ste 200
Oakdale, MN 55128
State(s) Licensed: FL, IN, KY, MN, ND, OH, WA, WI
Providing the Twin Cities with Financial Guidance
Welcome! As a Financial Advisor my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of: - Retirement planning - College planning to make sure you're still on track for retirement - Investments and wealth management - Tax efficiency - Protecting loved ones against the impact of extended care, death, and disability. My office is centrally located to help service people in the surrounding areas of: Woodbury, Stillwater, St. Paul, Cottage Grove, and Vadnais Heights. Call or stop by my office to learn more or set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Oakdale Office
- Phone:
- 651-503-1306
- Fax:
- 833-558-3398
Hours
M – Th: 9a. – 4 p
F: 9a - 3p
Evenings by appointment
Stillwater Office
- Phone:
- 651-503-1306
- Fax:
- 833-558-3398