For the safety of our clients and staff, please do not visit our offices at this time.
All meetings are being held by phone. We are continuing to process tax returns and efile returns.
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.
- Exceptional professionalism, very fast, reliable, outstanding level of expertise.Alex K.
- I've worked with Rick for over 20 years and I couldn't be happier with the service!Lorraine A.
- Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out.Guido Guidotti, M.
- Andrew is highly knowledgeable and I trust that I am in the best hands. Very satisfied!Jennifer L.
- Always timely response to questions. Appreciate the advice and friendship had for many years.Ivan S.
- It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone.Jason K.
- Great service. Best Tax accountant I knowChristina H.
- I find them all very professional and extremely easy to talk with and extremely nice .Donny C.
- The office is efficient, helpful and I love working with Rick Schwartz.Katie T.
- 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.