Schultz Financial Services, Inc. Email Format

Financial ServicesOregon, United States2-10 Employees

Schultz Financial Services, Inc. is an independent financial services firm based in Scappoose, Oregon, serving individuals and businesses since 1999. Guided by Certified Financial Planner Jeff Schultz, the firm emphasizes personalized planning to help clients address retirement income, education funding, tax considerations, asset transfer, healthcare costs, and overall risk management within a changing economy. Their advisory services are provided through Change Path, LLC, an investment advisor, and the company positions itself as a resource that supports clients across a range of investing styles from conservative to aggressive. The firm highlights a focus on building relationships, accessibility, and delivering thoughtful guidance on when to retire, income sourcing, Social Security and pension decisions, and strategies for asset preservation and growth. Although rooted in a small, local practice, Schultz Financial Services situates itself within a broader financial services landscape and emphasizes trust and client-centric support for both experienced savers and those exploring options for the first time.

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