Our Services

Schwartz Financial Concepts offers a full range of financial services to both businesses and individuals, including but not limited to:


  • 401(k)/Qualified Plans/Simple IRA's
  • IRA's / Roth IRA's
  • Investments
  • Wealth Management / Advisory Services
  • Health Insurance (including Dental/ Vision)
    • Group
    • Individual
    • Medicare


  • Long Term Care Insurance
  • Employee Benefits
  • Disability Income Insurance
  • Executive Benefit Plans
  • Life Insurance
  • Voluntary Benefits
  • Property and Casualty Insurance
  • College Funding (529 Plans)