Michael Swartz is very knowledgeable about investing and market trends, but what truly sets him apart is the care he takes in explaining the processes so that you leave knowing you're on the right track to meet your financial goals. I highly recommend Swartz Financial Planning!

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.

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.

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!

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.

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!

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.

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.

I’ve been doing business with Mike for a few years now and honestly can’t say enough good things about him professionally and personally. Professionally he lays out your options with his recommendations and doesn’t pressure you into anything you’re on the fence about. And personally he’s honest and genuinely takes an interest in you and your families future. I’ve never once had an issue getting ahold of him and he he keeps me updated if he sees something that may benefit me throughout the year. If you go to any financial planner they’re probably going to know their stuff but for me it’s more about working with someone I’m comfortable with and can trust. Having someone involved with your money and funds is a sensitive thing, but it’s relieving working with someone with your best interest in mind and based on my experience you get that with Mike.