Lily Schweitzer, Financial Advisor

Lily Schweitzer, Financial Advisor investments, retirement, college savings, life insurance, complete financial plan

Contact us for more information on generational wealth.  949-732-0174  Fluent Spanish Speaker
11/16/2022

Contact us for more information on generational wealth. 949-732-0174 Fluent Spanish Speaker

www.raymondjames.com

02/21/2022

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. Contact us now at 949-732-0174 or [email protected]

Have a wonderful day and give love and hugs to the special person or pet in your life.
02/14/2022

Have a wonderful day and give love and hugs to the special person or pet in your life.

01/26/2022

Managing wealth with an eye toward the future demands vigilance and skill in today's global economy. We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

With the market reacting almost daily to news and current events, I would be happy to offer you a complimentary analysis...
01/26/2022

With the market reacting almost daily to news and current events, I would be happy to offer you a complimentary analysis on how market activity is affecting your 401k and retirement accounts. Please call me at 949-732-0174.
Lily Schweitzer, AAMS®, CRPS®
www.LilySchweitzer.com

www.raymondjames.com

01/16/2022

Had so much fun this morning at with
Thank you all that joined us and dropped off eWaste

Come drop off your old appliances *small appliances * printers * computers * Laptops * VCR's * miscellaneous wire * anyt...
01/06/2022

Come drop off your old appliances *small appliances * printers * computers * Laptops * VCR's * miscellaneous wire * anything with a plug (sorry no large tube tv's) Sat, Jan 15 9am-2pm

Remember to take a moment today to thank someone who served. Happy Veterans Day.
11/11/2021

Remember to take a moment today to thank someone who served. Happy Veterans Day.

Should I stay or should I sell?  Contact me for a custom financial report comparing the pros and cons.
11/02/2021

Should I stay or should I sell? Contact me for a custom financial report comparing the pros and cons.

www.raymondjames.com

So happy to offer the first workshop, post shutdown. RSVP now with Lily.Schweitzer@RaymondJames.com
07/15/2021

So happy to offer the first workshop, post shutdown. RSVP now with [email protected]

grapevinesix.s3.amazonaws.com

Address

485 E. 17th Street, Suite 300
Costa Mesa, CA
92627

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