Michael S Schwartz : Northwestern Mutual

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Michael S Schwartz, CFP^®
Wealth Management Advisor

245 Park Ave Ste 1800
New York, NY 10167-2401

Phone: 646-366-6750

Fax: 212-937-2174

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Plan Now for Your Future

At PIONEER FINANCIAL our goal is to focus on the individual needs of each of our clients and bring to light innovative and sound financial solutions.

Personal Planning

Michael Schwartz works with individuals in a wide range of financial solutions from Insurance and Investment Planning to Wealth Management and Trust Services. Michael is committed to his clients’ financial security and leverages his education and strong work ethic to deliver financial solutions.

Michael works one-on-one with individuals and specializes in creating Financial Plans as a road map for his clients and their families. Areas he specializes in are Investment Advisory Products & Services, Wealth Protection and Risk Management as well as Estate Planning.

Business Planning

Michael's work with business owners follows the same value based approach he takes with his individual clientele. He works to clarify and help prioritize the owner’s goals and aspirations for their business before developing a financial strategy that helps align the business with the appropriate solutions.

Michael specializes in these Business Areas: Nonqualified Deferred Compensation Plans, all Types of Defined Contribution Plans as well as Defined Benefit/Profit Sharing Plans and helping businesses Retain Key Employees.

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Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Pioneer Financial is a marketing name for Michael S Schwartz and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Michael S Schwartz is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 245 Park Ave Ste 1800, New York, NY 10167-2401, 212-819-1800, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Nemec Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Michael S Schwartz is primarily licensed in New York and may be licensed in other states.

CA License: #0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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