Professional
Before Stephen Schwartz can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
Stephen Schwartz and his team have found that the greatest rewards in life come as a consequence of being in service to others, a principle that governs his work as a wealth management advisor, and with team members, Jim DiNardo, Kevin Luchetta, Michael Schwartz and Paul Dennis Tortorella.
Together, they share a common mission:
| |
"We are committed to establishing a relationship with the ability to provide innovative solutions for the financial security of our clients through a comprehensive planning process with objectivity, integrity, and professionalism."
|
|
Stephen is a graduate of Quinnipiac College with a Bachelor of Science degree in Economics.
 He is a member for the Million Dollar Round Table (MDRT) (Qualifying Member 2003-2007). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
|
