Professional
As a Wealth Management Advisor within one of the network’s largest and most successful local network offices specializing in investment services, Bleakley, Schwartz, Cooney and Finney, LLC, Andy Schwartz’s mission is clear:
- To make a difference in the lives of families, friends and community;
- To assist his clients in achieving their goals and objectives;
- To enable his clients to realize their goals and dreams in the event of all likely occurrences, such as death, disability, retirement and under-capitalization;
- To understand his clients’ situations by helping clients identify their needs, educating them, offering possible solutions, respecting their assets, monitoring their progress and keeping in touch;
- And, above all else, to treat everyone he encounters with the utmost care, integrity and courtesy.
 For more than 20 years, people have been able to rely on Andy Schwartz to provide them with access to a wide variety of products and services to help them achieve financial security. He brings a wealth of diverse experience to help solve his clients’ financial needs, including specialties in investment services, asset and income protection, and personal and business needs analysis.
Andy shares that diverse experience, along with his brother, Scott, touring the country on behalf of his network conducting two-day seminars teaching financial representatives how to improve customer service for their clients.
As a teacher and author, Andy Schwartz takes pride in knowing that he’s not only helped other financial representatives with their careers but has provided a sound foundation to help their clients attain secure financial futures.
Every year, Northwestern Mutual recognizes its top representatives. Andy has earned a spot as one of the network’s annual Top 20 Financial Representatives 13 times, and has qualified in the annual Top 10 in the Eastern Region 15 times.
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