Jeffrey Schweitzer, NFS - Tax & Financial Services Professional (Northeast Financial Strategies Inc)

667 South Street #4

Wrentham , MA 02093




"Financial Strategies That Fit Your Needs"

Get to know Jeffrey Schweitzer

Specializing in Tax & Financial Planning for Individuals & Small Businesses, we can help the homeowner or prospective buyer save tax dollars through the home. We can also help to provide mortgage protection insurances and provide overall plans to maximize savings and minimize taxation.

Certifications

 Mr. Schweitzer joined Northeast Financial Strategies in January of 1998 after graduating from The Maine Business School at the University of Maine at Orono in December of 1997. He graduated with a Bachelor of Science degree in Business Administration and a Management Concentration and was awarded the U Maine Presidential Achievement Award.

Mr. Schweitzer holds his Life, Accident and Health Insurance Broker`s License. He has earned the Estate Planning Associate (EPA) designation, the Certified Estate Planner (CEP) designation, & is an Accredited Tax Preparer (ATP) through ACAT. He is a member of the National Institute of Certified Estate Planners (NICEP) , the National Association of Tax Professionals (NATP) , the Massachusetts/Rhode Island NATP Chapter, as well as elected Secretary of the Board of Directors of the MASS/RI NATP Chapter, the National Society of Accountants (NSA) , the National Notary Association (NNA) , a life member of the National Eagle Scout Association (NESA) & a life member of the University of Maine Alumni Association (UMGAA)

Mr. Schweitzer currently resides in Wrentham, Massachusetts, with his wife Dawn, daughters Camden, Callie, & Neila and their dogs Kasey & Roxy. In his spare time he enjoys coaching youth sports or riding his motorcycle.

 

Testimonials for Jeffrey Schweitzer

  • Shelia Leary, Realtor
    08/18/2014

    Jeffrey is always very able and willing to answer all questions and concerns relating to my business. He is very punctual returning phone calls and e-mails. Always a pleasure to deal with Jeff and he stays until the work is completed to his satisfaction.

    Service Areas (4)
    • Wrentham, MA
    • Sheldonville, MA
    • Norfolk, MA
    • Norfolk County, MA
    • Plainville, MA
    Specialties (13)
    • Buyers
    • Investment Properties
    • Land
    • Military Relocation
    • New Construction
    • Relocation
    • Renters
    • Residential
    • Sellers
    • Seniors
    • Short Sales
    • Time Shares
    • Vacation/Resort Properties
    Languages (1)
    • English