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FINANCIAL ADVISOR

Matt Schwartz

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

About Matt

With over 20 years of experience in the financial services industry, my goal as a financial advisor is to provide tailored solutions that help meet my clients' goals. It is most important you know, I hold myself to a high standard of integrity and want to do what is best for my clients and respect their wishes.

I am originally from Goshen, IN, where I was raised on a farm. I graduated from Taylor University with a bachelor's degree in accounting then completed my CFP® coursework in 2011. I opened my Edward Jones office in Syracuse in 2001 and have proudly...

Focus Areas

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

Work History

  • Edward JonesApril 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Taylor UniversityBachelor of Science

Team Members

  • Brenda Miller
    Sr. 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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