Ovis Capital, 16185 Los Gatos Blvd, Los Gatos, CA 95032, US

Trevor Schwartz Investments is a financial services firm located in Los Gatos, CA. Led by Trevor B. Schwartz, a Certified Financial Planner (CFP), the company offers personalized planning and wealth management services to a diverse range of clients, including corporate executives, families, individuals, retirees, and those experiencing sudden wealth. With a pragmatic approach and a commitment to helping clients achieve their financial goals, Trevor Schwartz Investments provides expert knowledge and resources to effectively navigate the complexities of investing and financial planning. As an independent firm, Trevor Schwartz Investments is not affiliated with any registered broker dealer and operates independently of Raymond James Financial Services. With a focus on personalized service and a deep understanding of clients' needs, the company strives to provide the right combination of financial services, support, and guidance to help individuals and families achieve the lifestyle they envision. With a strong commitment to expertise, resources, and client success, Trevor Schwartz Investments is dedicated to helping clients make the most of their investment opportunities and secure their financial future.Generated from the website

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Trevor Schwartz Investments of Raymond James

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