Madison Planning Group
Gary Schwartz is an experienced professional with a diverse background in finance and insurance. Currently serving as a Broker at Lion Street since August 2021, Schwartz has also been the Founder, President, and CEO of Madison Planning Group since October 1997. Prior roles include Registered Representative at Royal Alliance Associates from June 2004 to August 2021, Sales positions at Washington Square Securities from 1994 to 2003, and MetLife from 1989 to 1995. Gary Schwartz holds a degree in Accounting from Pace University, where studies were completed from 1976 to 1979.
This person is not in any teams
This person is not in any offices
Madison Planning Group
www.Facebook.com/MadisonPlanning www.Twitter.com/MadisonPlanning Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our goal is to not only have our clients find our team members knowledgeable, but also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our Principle Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 800 222 2091. "Madison Planning Group has helped prepare thousands of individuals and businesses to navigate the eventualities of life. We offer a comprehensive portfolio of products and services, matched with keen ability to recognize and respond to changing market conditions. By providing thoughtful, targeted solutions to business, personal, estate and retirement needs, we hope this has earned us the confidence of our clients—and helped them attain their unique goals." Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and or licensed.