Reviews for Schneider Wealth Management

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Feb 2024

Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.

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From Schneider Wealth Management

Independent Fee-Only Certified Financial Planner Providing Investment Management & Financial Planning for Engineers and Executives with assets ranging from $5-50M+ working in the Tech Industry in Silicon Valley and Beyond. With over 20 years of experience, our team can help you achieve your financial and life goals. Contact us today for a demo on how we work with clients.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

online appointments on-site services

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Ratings

Google: 5/5