Regina "Reggie" Schwartz

Credentials:
  • MSFS
  • CASL®
  • REBC®
  • RHU®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Regina’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Regina

*Fields are required

Schwartz Financial Concepts

Satellite Office

9S265 State Route 59
Naperville, IL 60564

CRN201912-180567