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  2. Brian Schwarz

Brian Schwarz

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Brian Schwarz, CFP®
Financial Advisor
Phone: 
561.246.4888
E-mail: 
bschwarz@evershore.com

I am passionate about helping people. Serving as a Financial Advisor provides me with the opportunity to listen attentively to the particular interests and needs of my clients, and to then devise a strategy that is financially sound and comprehensive in nature.

I have been in the financial services industry for over 19 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for non-biased advice which result from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.

My practice is focused on working with pre-retirees and business owners throughout the country. Business owners often face unique challenges that can be addressed with comprehensive financial planning and advanced business valuation techniques. One of my key objectives is to help create a sense of security for clients who are preparing for or entering retirement. A sense of security is hard to quantify, but few would argue it is highly valuable.

A sound financial strategy may encompass some of the following: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, and Wealth Management.

My wife and I are long-time residents of Palm Beach Gardens, FL with our two sons. It would be my pleasure to serve as a resource for any of your financial needs.

Contact me at bschwarz@evershore.com or 561-246-4888 to learn more.

Brian Schwarz is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 100, Palm Beach Gardens, FL 33410. DOFU 9.2021 3751612

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Contact info

  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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