Schwartz Financial Services, Inc. was founded by Matthew Schwartz with the goal of assisting individuals, families, and business owners in every aspect of their financial lives. Specializing in Retirement Income Planning, Investment Management, & Life Insurance, Matthew has been helping both families and business owners work towards pursuing their financial goals for over 20 years as a full-service Financial Advisor.
By keeping client's objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, the firm maintains a constant commitment to putting service first. As a full-service Financial Advisor, Matthew offers clients an assortment of quality, non-proprietary investment and insurance choices.
By keeping client's objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, the firm maintains a constant commitment to putting service first. As a full-service Financial Advisor, Matthew offers clients an assortment of quality, non-proprietary investment and insurance choices.
