Growing up on a farm in lower Delaware, Steven developed a love of auto racing. At age 17, he left the farm toearn an accounting degree from the University of Delaware and a master's in finance at Goldey-Beacom, graduating summa cum laude. There, his interest in finance and investments took root and led to a more than 20-year career in the financial industry.
Steven never lost his love of racing and compares it to reaching financial goals
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.
Paul began his career as a registered representative for a Wall Street firm after graduating from UMass Dartmouth. As a Regional Vice President, he opened and managed up to five offices to accommodate and sustain the firm’s growth. After 12 years, Paul was recruited to implement a new broker-dealer platform for a regional bank with five branches.