Mathew Schweifler Financial Advisor

My wife and I have been working woth Mathew for the last couple of years. When he made the change to an independent, we made sure we were one of his first customers to get into his new office. He always takes time for us to help us understand what we are doing and has no problem answering a question several times until we understand. With us getting close to retirement, it is good to have a financial guy who understands us and wants to make sure we are on the right path.

I have had so many questions about my finances with everything going on with the market, I needed someone who could help me sort everything out. A frend of mine suggested I talk with Matt. I wasn't sure going to another investment guy was going to help.

When I met with him, he was interested in what I wanted to do, how I wanted to do it, and walked me through step by step on how he could help me. He didn't sell me anything! He explained how some of my investments were not the best returning, how others were great for what I wanted, and how we could make some changes to do what I wanted to do. He took the time to explain things, and when I had questions he was good about explaining to me details that I've never had someone else explain. He also pointed out things I had overlooked.

Although he talks fast, he had no problem when I asked him to go over thigns again. The best part is he returns my phone calls!