Schneider Financial Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

Schneider Financial Management LLC provides comprehensive financial services, including accounting, tax advisory, and wealth management services to successful individuals and growing businesses.

Comprehensive financial services are more than managing your investments. We integrate and understand all the individual aspects of your finances that a stock broker or tax preparer may not see. We consider and realize the interrelationships of your:

•	Investment Management
•	401k and IRA Rollovers
•	College Saving Plans
•	Self-employed and Small Business Retirement Planning
•	Integrated Tax Planning
•	Cash Flow and Debt Management
•	Family Risk Management 
•	Retirement Planning

The power of one comprehensive integrated firm is more effective than a fragmented approach from separate advisors. It gives us the unique advantage to help you make decisions based on your complete financial situation.

Our team of certified public accountants, tax advisors, and wealth advisors, has the knowledge and experience to provide you, your family, and your business with comprehensive financial management because we are familiar with every aspect of your financial life.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.  

Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. 

Kestra IS or Kestra AS are not affiliated with Schneider Financial Management LLC. 

Investor Disclosures: https://www.kestrafinancial.com/disclosures

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