Gary Schwartz

WORK HISTORY

EDUCATION

ABOUT GARY SCHWARTZ

I opened the doors to Madison Planning Group in 1997, followed by the Syracuse office in 2007 and Lake Worth, FL in 2017. I attributes the firm’s success to the fact we are focused on one thing: managing the success of every single client. For me, it’s all about relationships and helping people. The best part of my day is when a client tells me—or others—that I’m ‘family.’ I love teaching, I love helping, and I love seeing my work pay off for the people I care about.As part of my personal commitment to financial education, our firm provides worksite educational seminars for employees of state agencies, unions, as well as financial workshops for employees of and private and public corporations.Securities offered through Registered Representatives of Cambridge Investment Research Inc, a broker dealer, member FINRA/SIPC. Advisory services through Madison Advisory Services, Inc, a Registered Investment Adviser. Cambridge and Madison Planning Group, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing opinions and experiences on this site. The reviewer\'s comments may not be representative of any other person\'s experience and is no guarantee of future performance or success.