Matt Schwartz, Financial Advisor

FINANCIAL ADVISOR
Matt Schwartz

CFP®, AAMS™
104 E Main Street, Syracuse, IN 46567opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Shawn Skaggs
    Registered Branch Associate
  • Brenda Miller
    Sr. Branch Office Administrator
  • Maggie Bontrager
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(574) 457-0225

Fax

(877) 276-0021

Office Address

104 E Main Street
Syracuse, IN 46567opens in a new window

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