Find out why we are a multi-year winner of the
Best In Client Satisfaction Award
from Boston Magazine’s Five-Star Wealth Manager Award
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Presented by Alex Oliver, CFP
The amount of choices that a small business owner needs to make around their benefits package can be overwhelming. Retirement plans can be both simple and complex. Luckily, First National Corporation serves as the quarterback to almost 100 small business owners across 20 different custodians and TPA’s, giving us a large sample that helps point new small business owners in the right direction. Learn more about the different company profiles and sizes that we work with and how we use your financials and demographics to install the right plan for you.
- I'm really grateful - would absolutely recommend!Kerry P.
- They have always been professional, and the service has always been first rate.Robert S.
- As a group they are excellent and have tremendous integrity.Jason H.
- The best money I spend all year!Michael M.
- Organized, professional, kind, helpful.Stow O.
- highly recommended.jessica l.
- This firm and it's directors are very knowledgeable, responsive and easy to reach. They have a deep bench of advisors helping them as needed.Mat F.
- We've worked with Andrew Schwartz for many years (we are psychologists in private practice) and have had a consistently excellent experience.Tony W.
- I highly recommend them!Alex M.
- They communicate well and are efficient in their work. Highly recommended.William H.
- Always friendly, professional, thoughtful and detailed. Couldn't imagine life without him!Peter E.
- Hi have been with Schwartz and Schwartz for 10 years and couldn't be happier. I highly recommend them--you will not be disappointed!Jim K.
- Andrew is very accessible and get s back to me with any questions or issues that I may have .Farshad P.
- Wonderful and very knowledgeable accountants, makes tax time far less stressful.Jen S.
- I couldn't be happier with their service. We get multiple visits per year with Kevin and the company also handles payroll for the business.David S.
- Always helpful and answer any questions promptly.Janet L.
- Prompt, timely and understand well the untricacies of our professional work as private practice and salaried physicianssteve s.
- In my experience Schwartz & Schwartz has been conscientious, efficient, and thorough.Jerry G.
- Kudos !JP R.
- Great website with useful information. Cons: Not cheap but you get what you pay for....y M.