MassMutual financial professional.

Regina "Reggie" Schwartzemail

Schwartz Financial Concepts

9S265 State Route 59
Naperville, IL 60564

  • Professional Story

    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

  • Languages:
    • English

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

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

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

See Regina’s Licenses and Disclosures

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