This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. If you have questions related to our terms and conditions please email. Star Distinguished Professor of Law & Business at Duke University and Founding Director of Duke’s interdisciplinary Global Capital Markets Center (later renamed the Global Financial Markets Center). Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Certified Financial Planner Board of Standards, Inc. Steven Schwartz - 26,710 in Political Contributions for 2008, Campaign Finance, Money, American politics, American political campaign contributions, presidential campaign contributions. and is not involved with investment services. is the parent company of Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. His primary focus is on customizing wealth management solutions for. With nearly two decades of experience in the financial planning field, Steven has developed a comprehensive understanding of how to best serve clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Steven is dedicated to helping individuals and families achieve their financial goals, now and in the future. Mercer Advisors is not a law firm and does not provide legal advice to clients. We accomplish Tax Reductions by aggressively appealing the Assessor’s opinion of the Property’s Value to the Board of Equalization. There is no guarantee that any investment strategy will achieve its objectives. EQUITAX, Georgia’s leading property tax consulting firm, can reduce your property tax liability for Georgia Commercial, Residential, Real Estate Investments and Industrial real estate. IPA’s real estate investment and capital markets expertise, industry-leading technology, and acclaimed research offer investors customized solutions for the acquisition, disposition and financing of properties and. Schwartzs phone number, address, insurance information, hospital affiliations and more. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. Institutional Property Advisors (IPA), a division of Marcus & Millichap, is a leading commercial real estate services firm. Schwartz is a Family Medicine Doctor in Chevy Chase, MD. All investing involves risk, including the possible loss of principal.
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