• Jeffrey SchweitzerNeighbor

  • Wrentham, MA
  • Website

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 Tax Professionals (NSTP), 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 served three years as treasurer on the board of directors for the Wrentham Youth Baseball Softball Association (WYBSA) and is currently the treasurer of Kinf Philip Walpole youth Hockey (KPWYH).

Jeff currently resides in Wrentham, Massachusetts, with his wife Dawn, daughters Camden, Callie, & Neila and their dog Lacey. In his spare time he enjoys coaching youth sports or riding his motorcycle.

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