RANDY SWARTZ - CFP(R), MBA- Residential Partner
- Financial Planning
Houston Financial Center:
Experienced Financial Planning and Fee Based Investment Management embracing comprehensive financial services, a prudent investment process, and unbiased-objective investment and insurance advise.
We follow a process to fully understand your unique situation so that we may act in your best interest, both legally and ethically, and design a suitable plan for you.
You don’t deserve any surprises when it comes to your money, so we openly communicate the costs and benefits of the solutions we recommend.
ALIGNED STRATEGY: :
We sit on your side of the table to help you understand how every major decision you make will impact your comprehensive plan. We have been working with individuals and businesses in the Houston area and across the U.S. for over 20 years. Our advisors have extensive financial services experience. (Average advisor professional experience is over 28 years), hold professional designations, and are qualified to provide a variety of investments, insurance and planning services.
Registered Representative with Symphonic Financial Advisors. investment Advisory services offered through Symphonic Financial Advisors, LLC. Insurance offered through Symphonic Insurance, LLC. Securities offered through Symphonic Securities, LLC, member FINRA/SIPC. 400 Park Ave, NY, NY 10022. Investment products are not bank deposits or obligations of or guaranteed by City National Bank or any subsidiary and are not insured by FDIC. They involve risk, including the possible loss of principal.
- Fiduciary Process:
- Full Transparancy:
- Intellgent Partners:
- Aligned Strategy:
Whom to Contact
- Randy E. SwartzAdvisor - Fulshear/Katy - Fulshear Resident517 Baldovino SkywayLakeway, Tx 78738Phone: 713-302-6744Cell Phone: (713) 302-6744 8am-9pmFax: 713-212-7507
We meet you at your home or office, our Galleria area office in Houston, or alternative location. Randy Swartz lives in Fulshear/Weston Lakes, Texas.