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  • A HOLISTIC APPROACH

Comprehensive Services

At Snyder Wealth Group, our commitment to providing comprehensive wealth management services is at the core of our approach.

We understand that your financial journey encompasses much more than just investment management. That’s why we offer a wide range of services designed to address every aspect of your financial life, taking a holistic and personalized approach to help you achieve your goals.

Our comprehensive services include:

Investment Management

Our experienced team creates tailored investment strategies and manages your portfolio based on your unique financial objectives, risk tolerance, and time horizon. We carefully consider market trends and opportunities to help you grow and preserve your wealth.

Retirement Planning

We work closely with you to develop a retirement plan that considers your desired lifestyle, retirement goals, and potential challenges. Our expertise in income distribution strategies helps ensure you have a stable, comfortable retirement.

Tax Planning

Our knowledgeable professionals provide advice on minimizing tax liabilities and maximizing tax-efficient strategies. We integrate tax planning into your overall financial strategy, identifying opportunities to optimize your wealth.

Estate Planning

We offer guidance on wills, trusts, and wealth transfer strategies, helping you create an estate plan that meets your goals and protects your loved ones. Our comprehensive approach to estate planning ensures your legacy is preserved according to your wishes.

Risk Management

To protect you and your family from life’s uncertainties, we offer recommendations on insurance coverage, including life, disability, and long-term care insurance. Our risk management strategies help safeguard your financial future.

Education Planning

We understand the importance of planning for the education expenses of your children or grandchildren. Our team assists in creating and funding education savings plans, such as 529 plans, to support the educational goals of your loved ones.

Charitable Giving

If philanthropy is important to you, we provide guidance on incorporating charitable giving into your financial plan. We help you maximize the impact of your donations while optimizing tax benefits.

Tailored Wealth Management Services You Can Trust at Snyder Wealth Group

At Snyder Wealth Group, we take pride in our ability to address the diverse financial needs of our clients through our comprehensive services.

By offering expert guidance in investment management, retirement planning, tax planning, estate planning, risk management, education planning, and charitable giving, we create a complete wealth management experience tailored to your individual needs.

Our focus on trust, equality, and transparency ensures that you can confidently embark on your financial journey with Snyder Wealth Group by your side.

(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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