Jay Schwartz, Financial Advisor located in Lufkin, TX

Financial Advisor
Jay R Schwartz

1318 S John Redditt Drive, Suite B, Lufkin, TX 75904opens in a new window
Client by Referral
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Caregiver Considerations
  • Employee Stock Options

Personal Interests

  • Woodworking
  • Traveling
  • Photography
  • Sailing
  • Music

Team Members

  • Casie Matthews
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(936) 632-9703

Fax

(877) 222-6354

Office Address

1318 S John Redditt Drive
Suite B
Lufkin, TX 75904opens in a new window

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