JOSEPH W. BOWLEY

We are a full service independent financial consulting firm offering comprehensive Financial Plans, Asset Management, and Risk Management products and services. Our team is led by Tamara S. Kukainis, CFP®. Throughout the years, we have successfully guided our clients through every market situation and economic cycle - and have assisted them in meeting the challenges of every stage of their lives. Why Choose Schwartz Financial as your Financial Planning Partner? We will help you determine the path that is right for you and take the journey together. We help you understand where you are in your financial life, by pulling all the pieces together for you. We help you define where you want to be by focusing on your goals - short, medium, and long term - and we create a plan for you to reach those goals. Our team approach, from our in-office staff to our broad professional alliances, will help you "get there".