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Schwartz Financial Concepts - 0 Reviews - 9S265 State Rte 59, Naperville, IL - Insurance Services Reviews - Phone (630) 882-0868

Schwartz Financial Concepts

id: 29760190
9S265 State Rte 59
Naperville, IL 60564
(630) 882-0868
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Schwartz Financial Concepts

Owner Message

  • At Schwartz Financial Concepts, we help you build financial freedom. It can start with knowing that we are here to help you attain your financial goals and dreams and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way. We can help you with annuities, disability income insurance, and Planning Your Financial Future.
    Schwartz Financial Concepts offers a full range of financial services to both businesses and individuals, including but not limited to:

    •Life Insurance
    •Disability Income Insurance
    •401(k)/Qualified Plans
    •Health Insurance (including Dental & Vision)
    •Employee Benefits
    •Long Term Care Insurance
    •Disability Income Insurance
    •Executive Benefit Plans
    •Voluntary Benefits
    •Financial Planning
    •Business Planning
    •Property and Casualty Insurance
    •College Funds (529 Plans)

    Our Qualifications:
    •Graduate of Cardinal Spellman High School, Bronx NY
    •B.S., Psychology with a Minor in English -- City University of New York, 1973
    •M.S.F.S (Masters of Financial Services) -- American College -- Masters Degree completed 03/05
    •CLTC (Certified In Long Term Care) Designee
    •RHU (Registered Health Underwriter)
    •REBC (Registered Employee Benefits Consultant)
    •CASL (Chartered Advisor for Senior Living)
    •Presidents Conference Qualifier
    •Chairman's Council Qualifier
    •Million Dollar Round Table Member (Top of the Table)

    *Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Auto and Home Insurance offered by Metropolitan Property and Casualty Ins. Co. (Met P&C ®) and affiliates, Warwick, RI 02866. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (FINRA/SIPC) a registered investment adviser. MLIC, Met P&C® and MSI are MetLife Inc. companies.

    401(k)s|Annuities|Business Planning|Employee Benefits|Financial Planning|Individual Health|Investments|IRAs|Life Insurance|Mutual Funds

Additional information

  • Hours:

    By appointment