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3 Baldwin Green Common
Suite 209
Woburn, MA 01801

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Schwartz Financial Services, Inc.

(781) 932-3289

 

Services

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. I have access to the following products and services: 

Investments

  • Stocks & Bonds
  • Mutual Funds & Exchange Traded Funds
  • Variable, Fixed, & Indexed Annuities

Insurance

  • Life Insurance*
  • Long Term Care & Disability Income Insurance*
  • Group Health Insurance*
  • Auto & Home Insurance*
  • Business Liability & Workers Compensation Insurance*

Financial Planning

  • Retirement Income Planning
  • Financial Analysis
  • Portfolio Review
  • Business & Personal Retirement Planning
  • Business Benefit Planning
  • Pension Planning
  • College Planning
  • Life Insurance & Estate Planning

Retirement Plans

  • Roth 401(k), 401(k), & Individual 401(k)
  • 403(b) Plans
  • Traditional, Rollover, & Roth IRA
  • SEP & Simple IRA

Education Plans

  • 529 Plans
  • Coverdell Education Savings Account

If you would like any further information about these topics, or other areas of investing or insurance, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.

*This product/service is not offered by LPL Financial.