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About Brian Swerdlow — Schaumburg, Illinois
Brian Swerdlow is the Founder and CEO of Anchor Financial Advisors serving clients in Schaumburg, Illinois, LLC. He specializes in designing and customizing targeted plans for those seeking a better lifestyle. Brian works closely with his clients in order to maximize their income to ensure their money works as hard and smart as they did to provide the highest potential return.
Brian's passion is developing unique strategies for individuals and couples at all economic levels in order to help them attain their financial goals and most importantly establish financial peace of mind. Through a very hands-on experience Brian helps our clients achieve objectives such as maximum yields with minimum risk, safety of assets, protection of life savings and reduction of taxes.
Brian also believes that something as important as your financial plan deserves personal attention and goes above and beyond with each case. In addition, Brian holds a series 65 securities license and is a fiduciary advisor...
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Frequently Asked Questions About Financial Advisors in Schaumburg, Illinois
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.