Our Firm

Schneiss Financial Group is a financial services firm with over 40 years of experience helping individuals and business owners achieve their financial goals. Our success comes from understanding that communication is a key component to working with any adviser. We recognize that building a strong relationship with every client is fundamental when it comes to your trust in us  with your financial future. We offer a wide range of financial products and by providing comprehensive financial information, we believe our clients are better able to reach their monetary objectives. 

Our service begins by learning about each client's unique situation and working together to identify values, goals, and short and long-term objectives. Each client then recieves a holistic approach that focuses on aligning their most deeply held values and goals with all aspects of their specific financial plan. This plan addresses five essential areas of financial strategy: money management, financial planning, estate planning, tax-efficient planning, and asset protection.

If you have any questions about our firm or the range of financial products and services we provide, contact us today!  We would value the opportunity to help!