Unclaimed
Matthew Schwerin is an investment advisor representative at North Star Investment Management Corp. Matthew has been in the financial services industry for over 25 years, including serving as president of Hometown Financial Group and as director of the Flanagan State Bank. Matthew holds the Chartered Financial Analyst designation. Matthew is registered as an investment advisor representative in Illinois and California. Matthew is a member of the North Star Investment Management Corp. team which serves individuals, high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
09/16/2005 - Present
North Star Investment Management Corp. (GLEN ELLYN IL)
Active
Inactive
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