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Personal Investment & Financial Planning Q`s/Louis Schwarz, QFP, CFP®, RFC®. ChFEBC
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-03-21 | sallie | 10 | 10 | 10 | 10 | No | |
| 2009-03-10 | Bonnie | 10 | 10 | 10 | 10 | No | Thank you for your help, this gives me a good place to start. |
| 2009-03-09 | Lucy | 10 | 10 | 10 | 10 | No | |
| 2009-03-09 | Pablo | 10 | 10 | 10 | 10 | Yes | Thank you very much Mr. Schwarz! I really appreciate your reply! Sincerely, Pablo Durissimo |
| 2009-02-25 | sam | 9 | 10 | 10 | 10 | No | |
| 2009-02-25 | Cheryl | 10 | 10 | 10 | 10 | Yes | I think this was great advice. Thank You |
| 2009-02-23 | Susan | 10 | 10 | 10 | 10 | Yes | Thank you for your quick response. Have a great day. |
| 2009-02-20 | John | 10 | 10 | 10 | 10 | No | Excellent help! |
| 2009-02-16 | Janice Hoover | 10 | 10 | 10 | 10 | Yes | Thank you for the prompt response. Since I am very much a novice at investments it does scare me when someone says "guarantee". |
| 2009-02-16 | penny | 10 | 10 | 10 | 10 | Yes | thank you for all your help and information. It certainly is appreciated and most helpful |
| 2009-02-12 | Cathy | 10 | 10 | 10 | 10 | Yes | Thank you very much. It certainly makes sense to me.I really appreciate your speedy response,also. |
| 2009-02-10 | Eleanor | 10 | 10 | 10 | 10 | No | Very quick responses! Thank you for your help. |
| 2009-02-07 | De Vee | 10 | 10 | 10 | 10 | No | Very clear and helpful. Thank you |
| 2009-02-02 | Marc | 10 | 10 | 10 | 10 | Yes | The IRS has made the tax system so complex with all the variables that it's full of holes. Parson's (Now Quicken I think)had a program with what if's that allowed be to to pay less tax by shifting money around. To bad my math is not that good. It would be interesting to compute the growth with and without the annuity. The sum might be less but all tax free. |
| 2009-02-01 | Kirk | 10 | 10 | 10 | 10 | Yes | Thanks for the timely answer...much appreciated! |
| 2009-01-26 | Will | 10 | 10 | 10 | 10 | No | |
| 2009-01-26 | Peter | 10 | 10 | 10 | 10 | Yes | Thank you for responding so quickly and concisely! |
| 2009-01-22 | Irv (Irving) | 10 | 10 | 10 | 10 | Yes | Thank you AGAIN for your dedication to my questions. The CFP whom I consulted last year only reviewed my 2007 Fed tax form. It looks like I'll have to wait for maturation of the program and hope they sell it at a profit not a loss then I can apply the tax credits towards the gain (didn't knew that prior to your response)since both of us are now retired. The CFP I'm afraid didn't ask many if any questions, he is not fee based. I no longer work with him. He also sold us some other inappropriate products.Again thank you so very much. Irv |
| 2009-01-16 | Constance | 10 | 10 | 10 | 10 | Yes | Thanks so much. |
| 2009-01-12 | Danielle | 10 | 10 | 10 | 10 | Yes | Thank you. We really appreciate your help. |
| 2009-01-04 | David Greer | 10 | 10 | 10 | 10 | Yes | Thanks for the timely response. |
| 2008-12-30 | Richie | 10 | 10 | 10 | 10 | Yes | Thanks very helpful. Hadn't even considered the tax deduction I get. |
| 2008-12-29 | Tim | 10 | 10 | 10 | 10 | Yes | |
| 2008-12-09 | LDF | 10 | 10 | 10 | 10 | No | Thank you for your timely response. |
| 2008-12-02 | Roger | 10 | 10 | 10 | 10 | Yes | |
| 2008-11-28 | Diane | 10 | 10 | 10 | 10 | No | I am so grateful for your assistance, sorry about the duplication, but your answer gives me direction and a large sigh of relief for taking action. God's Blessings for the Holiday Season and my sincerest thanks!!! |
| 2008-11-18 | Jonathan | 10 | 10 | 10 | 10 | Yes | Thank you very much. That was very helpful. |
| 2008-11-15 | Patricia | 10 | 10 | 10 | 10 | Yes | Thanks so much. Your prompt,clear information is greatly appreciated. |
| 2008-11-14 | Lynn | 10 | 10 | 10 | 10 | Yes | Very helpful and VERY quick to respond. Thank you so much for your help. |
| 2008-11-14 | Mike | 10 | 10 | 10 | 10 | Yes | Thank you immensely Charles, for your reply & bringing clarification to my issues. Best..Mike E. |
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Answers by Expert:
Louis Schwarz, QFP, CFP®, RFC®. ChFEBC
Expertise
Over 36 years experience - discretionary investment management, advisory service, stocks, bonds, mutual funds, annuities, IRA, Roth, 403(b), 401k, tax planning, tax preparation, retirement planning, tax reduction, life insurances. I hold five professional designations: QFP, CFP, RFC, ChFEBC, and Paladin Registered Advisor with a professional rating of five stars.
Experience
First deaf Certified Financial Planner licensee (http://www.cfpboard.org/), General Securities Registered Representative (Series 7)(http://www/finra.org), Registered Financial Consultant (http://www.iarfc.org/), Registered Investment Advisor, Qualified Financial Planner (http://www.iaqfp.org/), Admitted to Paladin Registry of Personal Financial Advisors (http://www.paladinregistry.com/); Chartered Federal Employee Benefits Consultant (http://www.chfebc.com/); Licensed Life, Health, & Disability Agent
Organizations
Financial Planning Association, International Association of Registered Financial Consultants, National Association of Deaf, Alexander G. Bell Association of the Deaf, National Deaf Business Institute
Publications
Deafnewspaper.com, Deaf Digest, Deaf Nation, Newswaves, Silent News, New Horizons
Education/Credentials
Gallaudet University, College for Financial Planning
Awards and Honors
Who's Who in Finance and Industry, Who's Who in the World, NAD Flying Fingers Award, MDAD Distinguished Award, MCAD Business of Year, Montgomery (MD) County Business Award, 2007 Outstanding Business Person of the Year, Gallaudet University Department of Business
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