Swartz Financial Planning - La Crosse, Wisconsin

Swartz Financial Planning

Located at 700 3rd St N Suite 202A, La Crosse, WI 54601, United States, Swartz Financial Planning is a reputable financial planning firm that offers expert guidance to individuals and families in La Crosse and surrounding areas.

The company is led by Michael Swartz, a certified financial planner with extensive experience in creating personalized financial plans that cater to diverse client needs.

Specialties

• Financial planner

Swartz Financial Planning provides a range of financial planning services, including retirement planning, estate planning, investment management, and tax planning.

Other Points of Interest

• Online appointments available
• On-site services offered
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Swartz Financial Planning is committed to providing exceptional customer service and ensuring that clients feel comfortable and informed throughout the financial planning process.

Opinions

With 23 reviews on Google My Business, Swartz Financial Planning has consistently received high praise from clients and peers alike.

Reviewers have consistently praised Michael Swartz and the team for their expertise, professionalism, and personalized approach to financial planning.

Many reviewers have noted that working with Michael has been a great experience, citing his transparency, valuable insights, and reliability as key strengths.

Average Opinion

The average opinion on Swartz Financial Planning is 5/5, reflecting the high level of satisfaction among clients and reviewers.

Overall, Swartz Financial Planning is well-regarded in the La Crosse community for its expertise, personalized service, and commitment to helping clients achieve their financial goals.

👍 Reviews of Swartz Financial Planning

Jared H.

5/5

Working with Michael has been a great experience. He and his team maintain transparency, provide valuable insights, and serve as a reliable resource. I strongly recommend him to friends, family, and professional associates.

Jenna L.

5/5

My husband and I have been working with Michael for over a year now. He has been incredibly knowledgeable and easy to work with, and he has helped us tremendously in so many areas: general financial planning, retirement planning, estate planning, life/disability insurance coverage, tax preparation, etc. We would recommend him to anyone looking for financial expertise, especially anyone in the medical field.

Sarah W.

5/5

Michael and his team have been amazing to work with! He is not only knowledgeable and thorough but also genuine and personable. He explains everything so that I understand and came up with a customized plan personalized to me. I am so glad that I found him to help me attain both my short term and long term financial goals. I would recommend him, Ben, and the rest of his team to any friends and family because you can trust them to have your best interests in mind.

Mark H.

5/5

I have worked and spoken with a lot of financial professionals before but there is no one like Michael Swartz! He was very consultative and informative. He taught me a lot in our meeting and took the time to make sure I understood everything fully. He was even on vacation when our appointment got scheduled and still found a way to make it all happen. You can tell that Michael genuinely cares about your financial growth and literacy. I would trust him with any of my friends and family!

Zach A.

5/5

I have been working with Michael now for a few months and I can't recommend him enough. I don't feel like I'm just another number in a long list of clients when working with Michael. He has always been warm and professional when working together, and I feel is helping me quite a bit to navigate the complex world of personal finance. I highly recommend his services to anyone looking for a financial advisor!

Riley G.

5/5

I can’t recommend Michael and his team highly enough, as they have been nothing short of exemplary professionals. Michael has been a knowledgeable resource, listener, advisor and teacher, and he’s been thorough and methodical in his process every step of the way. Most importantly, he and his team genuinely care about our personal well-being and financial health. They are truly committed to their clients.

Aaron M.

5/5

I’ve been working with Michael and his team for a couple years now and couldn’t be happier. I used to think I had control over my savings and investments, however Michael helped me formulate a much more efficient financial plan to help meet my specific goals in the best way possible. Additionally, Michael and his team are just all around great people, and what really drew me in was their game plan puts the best interest of the client above all else, no strings attached. From day one our relationship was built on trust. I’ve already recommended his team to many of my friends and family and will continue to do so. Do yourself a favor and have that first conversation with him, you won’t regret it!

Alex T.

5/5

Michael is knowledgeable, genuine, and incredibly focused on helping his clients meet their financial goals. He provided great advice and tailored recommendations to my specific circumstances and plan for saving and retirement. I would recommend any family or friend to visit Michael and LaXFP for their financial planning and tax prep needs.