Generational Planning Where there is a will, there is not just a way – there is also a legally binding plan to distribute your assets after you pass on. While many find the idea of sitting down to create a will an anxiety-provoking discussion, it can provide you with peace of mind. You can rest […]
Estate Planning Basics Read More »
In December 2022, the U.S. House of Representatives passed the Consolidated Appropriations Act of 2023, otherwise known as SECURE ACT 2.0. The bill is an addition to the SECURE (Setting Every Community Up for Retirement) Act of 2019 and brings significant changes to retirement savings accounts. While dozens of revisions are described in the roughly
SECURE ACT 2.0 – What You Need to Know Read More »
Snyder Wealth Group Form CRS | Osaic Form CRS | Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
This communication is strictly intended for individuals residing in the states of AL AZ AR CA CO CT DE DC FL GA IL IN IA KS KY LA ME MD MA MI MN NV NH NJ NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.
IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
