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At Schwartz Copper Financial, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. (Member FINRA/SIPC Registered Investment Advisor). With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make.