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.
Matthew has a BA in Economics with a minor in Psychology from the University of Massachusetts at Amherst. He began his career as a Financial Advisor in 1997. Matthew is an experienced professional with a hands-on approach to financial guidance. He will build long-term strategies that balance your financial objectives and constraints, your time horizon and your tolerance for risk, then measure them against your short and long-term goals. Not only will you find him knowledgeable, but you will also discover that he truly cares about helping make your dreams a reality. He provides the most personal service available, and has earned a solid reputation among his clients
Whether your financial affairs are relatively simple or fairly complex, he can help you develop a strategy that is right for you and can provide insight on how to plan for many of life's major events. If you would like any further information about these topics, or other areas of investing or insurance, please don't hesitate to contact Matthew, by phone or email to request a FREE initial, no-obligation Financial Consultation. House calls, evening, and weekend appointments are available.To schedule an appointment, please call 781-932-3289, or send an email to [email protected].
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