Jim Schwartz brings analytical and financial skills developed over a successful 22-year career in engineering management to his position as a Financial Professional with NPA Financial of Clifton Park, NY. As a Financial Adviser he believes strongly in comprehensive financial planning strategies* designed to provide solutions that help meet the client’s needs. He specializes in strategies for retirement planning, estate planning, and asset management and preservation for individuals and businesses. Jim is an accomplished speaker and enjoys speaking on financial planning topics.
Jim graduated summa cum laude with a Bachelor’s Degree from Union College and also has a Master’s Degree from Northeastern University. As an active member of the community, he is involved with several local organizations. Among other groups, he is a member of the Southern Saratoga, Albany-Colonie, and Guilderland Chambers of Commerce; he is a member of the Financial Planning Association of Northeastern NY, and is also a participant in the Estate Planning Council of Eastern New York.
Jim resides in Guilderland, New York with his wife Caroline and children Christopher, Andrea, and Nicholas. Jim is a parishioner at St. Madeleine Sophie church and enjoys sports and fitness.
Jim is a Registered Representative and an Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, NC, NJ, NY and OH. He is also insurance-licensed in New York State.
*Securities and investment advisory services are offered solely by Equity Services, Inc. 354 Mountain View Drive, Suite 200, Colchester VT 05446 (802) 864-6819. NPA Financial, LLC is independent of Equity Services, Inc.