Matthew Schwartz Assists Individuals, Families, and Business Owners in Every Aspect of Their Financial Lives

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. He provides the most personal service available, and has earned a solid reputation among his clients. He strives to help create financial stability and confidence for each of his clients. With over 20 years experience  Matt has been helping clients invest and potentially reduce exposure to taxes, as well as address all of types of insurance needs. 

Located in Chelmsford MA, the company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. 

Specialties Include:

• Retirement Income Planning

• Corporate 401(k)

• Investment Management

• Life Insurance

• College Planning

If you have any questions about your current financial situation or wish to schedule an appointment, please call the office at 781-932-3289. 

Date: 
Thursday, March 5, 2020