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3 Baldwin Green Common
Suite 209
Woburn, MA 01801

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Schwartz Financial Services, Inc.

(781) 932-3289

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Matthew Schwartz

Financial Consultant

(781) 932-3289

(781) 998-3099

When you seek a financial consultant, you want someone who is specially trained and whose credentials are appropriate. I have been providing financial services to individuals and businesses for nearly 20 years, and I have earned my...

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