800-560-4NFS Extension 11
After serving four tours in Vietnam, Jim Schweitzer received his B.S.
in Business Administration and an MBA in accounting and finance from
the University of New York at Buffalo. He has been in the financial
services industry since 1975.
In 1988, Jim Schweitzer formed Northeast Financial Strategies, a firm specializing in comprehensive individual and business financial services. Jim was awarded the Chartered Life Underwriter (CLU) designation in 1980 & the Chartered Financial Consultant (ChFC) designation in 1987. Professional licenses have included NASD Series 7 (general securities representative), Series 24 (general securities principal), Series 63 (uniform securities agent), Certified Financial Planner (CFP), and variable annuity, life and health insurance.
His hobbies include sailing on his yacht "Papillion", spending time with his three granddaughters or sharing his knowledge and wisdom of Yoga through his teachings at Virabhadrayoga.com. Jim currently resides in Norfolk, Massachusetts with Judy, his wife of 40+ years
Jeffrey N. Schweitzer, EPA, CEP, ATP, RTRP
In 1988, Jim Schweitzer formed Northeast Financial Strategies, a firm specializing in comprehensive individual and business financial services. Jim was awarded the Chartered Life Underwriter (CLU) designation in 1980 & the Chartered Financial Consultant (ChFC) designation in 1987. Professional licenses have included NASD Series 7 (general securities representative), Series 24 (general securities principal), Series 63 (uniform securities agent), Certified Financial Planner (CFP), and variable annuity, life and health insurance.
His hobbies include sailing on his yacht "Papillion", spending time with his three granddaughters or sharing his knowledge and wisdom of Yoga through his teachings at Virabhadrayoga.com. Jim currently resides in Norfolk, Massachusetts with Judy, his wife of 40+ years
800-560-4NFS Extension 14
Jeffrey 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.
Jeff 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 and has also attained the Registered Tax Return Preparer (RTRP) through the Internal Revenue Service (IRS).
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). Jeff also currently serves as treasurer on the board of directors for the Wrentham Youth Baseball Softball Association (WYBSA).
Jeff currently resides in Wrentham, Massachusetts, with his wife Dawn,
daughters Camden, Callie, & Neila and their dog Roxy. In his
spare
time he enjoys coaching youth sports or riding his motorcycle.
800-560-4NFS Extension 10
