Steven G. Schwartz

Steven G. Schwartz

| CPA, PFS, JD

Wealth Design Services Inc.

Fee-Only Financial Advisor serving Rochester, NY area.

Specialties

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Tax Preparation
  • Fee-Only Consultations
  • Healthcare Planning
  • Pension Planning
  • Retirement Experts
  • Insurance Planning

Visit Us

132 Allens Creek Road
#205
Rochester, NY 14618

Steven Schwartz is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Steven Schwartz, our company founder, spent more than 20 years as a tax partner in regional public accounting as a foundation to his work as a personal financial planner. Steve is a graduate of Franklin and Marshall College and the University of Pittsburgh School of Law. He is a C.P.A., J.D., and is recognized as a Personal Financial Specialist by the American Institute of Certified Public Accountants. He is also a registered member of the National Association of Personal Financial Advisors, the gold standard in financial planning service delivery. Steve is also recognized as a Five Star Advisor by the Paladin Registry