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  • A ROADMAP TO YOUR GOALS

Financial Planning & Goal Setting

At Snyder Wealth Group, we understand the significance of establishing clear financial goals to help guide your wealth management and financial planning journey.

As a leading financial planning firm on Long Island, our unique approach to understanding each client’s individual needs, desires, and financial situation enables us to create personalized plans that reflect their short and long-term objectives.

Getting to Know Our Clients

Our dedicated team at Snyder Wealth Group takes the time to get to know you and your financial story. We understand that every individual, family, and household is unique, with distinct financial situations and aspirations.

By building strong relationships with our clients, we can delve deeper into their lives, uncovering the nuances that shape their financial landscape and tailoring our services accordingly.

Creating Unique Plans for Every Client

Recognizing that no two clients are exactly the same, we pride ourselves on our ability to develop bespoke financial plans that cater to each client’s specific needs. Whether you’re seeking guidance on retirement planning, investment management, tax strategies, or education funding, our expert team is here to help you navigate your financial journey with confidence.

Financial Planning for Long Island Residents

As a prominent financial planning firm on Long Island, Snyder Wealth Group is well-versed in the unique challenges and opportunities that residents of our region face. Our local knowledge and expertise enable us to address the specific needs and aspirations of our Long Island clientele, delivering tailored advice and strategies designed to help you achieve your financial goals.

Embrace the Benefits of Personalized Financial Planning

By partnering with Snyder Wealth Group, you’ll benefit from our personalized approach to financial planning on Long Island, ensuring that your wealth management and financial planning strategies are tailored to your unique needs and objectives.

Contact us today to begin your journey towards a secure, prosperous financial future with a team that truly understands you.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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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.

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