Snider Financial Group
We provide personal, customized wealth management for high net worth clients and those building a plan for a high net worth future. Our services include investment management, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. Our personal planning approach combined with the services of LPL, the largest U.S. independent brokerage, and an easy-to-use online platform provides our clients with the personal attention, horsepower and access they require.
Name of Rotarian Sheldon Sweeney
12505 Bel-Red Road
Across from the Coca Cola Distribution facility on Bel-Red.
- Wealth Management
- Investment Advice
- Financial Planning
- Special Needs Planning