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Specialties: We help clients by recommending proven strategies for accumulating retirement savings while working, offering cutting-edge, tax-savvy solutions to maximize tax savings during the distribution phase in preparation for and after retirement while developing long-term Roth IRA conversion strategies, where appropriate. We take the time to understand our client's goals and values. Based on a combination of the client's goals, our proven strategies, and after "running the numbers," we develop a customized plan that acc... read more
2212 Murray Ave, Pittsburgh, PA, 15217, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Schwartz Montoya addressed all of our estate planning needs in a timely, professional, and responsive manner. We have used the services of Matt Schwartz and his colleagues in the past and have no hesitations to do so in the future. Frank J. Giannotta, PhD. Virginia R. Giannottta, PhD
I am extremely grateful for the outstanding services (in preparation of a range of documents) provided by Schwartz Montoya Legal, as they have been carried out with extraordinary efficiency and attention to highly personalized needs!!
Matt and John have been a part of our planning for over 20 years. We trust in them and have benefited greatly from our relationship over the years. Here's to another 20 years! Thank you both for all you have done for my family. Three generations!
Matt Schwartz has always been insightful about our issues, offering good advice about options for us as we implemented a will and trusts. He is extremely honest and direct in his advice and is a real "mensch" (stand up guy) in his dealings and advice, something I value very highly.
Lange Legal Group, LLC has a 5 star rating with 63 reviews.
Lange Legal Group, LLC is open now. It will close at 5:00 p.m.
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