Investment Management

We believe that effective investment management is crucial to achieving financial success. With our team of experienced financial advisors, we can help you create a personalized investment plan that aligns with your financial goals.

Investing can be complicated and risky, which is why we take the time to gauge your risk tolerance. This information helps us determine your investment objectives and create an investment plan that suits your needs.

Our investment management process incorporates your financial plan to determine asset allocation that matches your investment objectives and risk tolerance.

At Snyder Wealth Group, we understand that investment objectives and risk tolerance can change over time. That’s why we monitor your portfolio regularly and adjust it as needed to help you stay on track. We make recommendations that take advantage of market declines and identify opportunities that align with your goals and objectives.

Our investment management process is built on our tagline, “Invest, Plan, Retire, Prosper.” We believe that by following this approach, we can help our clients achieve financial prosperity and retire with confidence. We work with our clients throughout their investment journey to ensure they stay on track and achieve their long-term financial goals.

If you’re looking for investment management services on Long Island, look no further than Snyder Wealth Group.

Our team of experienced financial advisors is here to help you achieve financial success. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

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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.