Company Name: Schwartz Financial Services, Inc.

Services: As a full-service firm, Schwartz Financial Services, Inc. offers clients financial planning and an assortment of quality, non-proprietary investment and insurance choices.

About the Company: 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. For over 14 years, Matthew Schwartz has been helping his clients in New England and across the country work towards and protect all of their financial goals.

List of 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 and Workers Compensation Insurance

Financial Planning through LPL Financial

 Financial Analysis

 Retirement Planning

 College Planning

 Pension Planning

 Estate Planning

 Portfolio Review

Retirement Plans

 Roth 401(k), 401(k), & Individual 401(k)

 403(b) Plans

 Traditional, Rollover, & Roth IRA

 SEP & Simple IRA

Education Plans

 529 Plans

 Education IRA

Contact Information:

Matthew M. Schwartz

Schwartz Financial Services, Inc.

3 Baldwin Green Common #209

Woburn, MA 01801

Tel: (781) 932-3289

E-mail: matt@SchwartzFin.com

Website: SchwartzFinancialServices.net

Securities and Advisory services offered through LPL Financial, A registered investment advisor, Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with

residents of the following states: MA, CT, ME, Fl, NV, NH, NY, NC, VA, WA, IL.