In 2022, I moved my portfolio over to Chris Snyder and his team. They’ve been a great asset in advising me on everything needed to plan for my short term financial needs as well as getting me to my retirement which is coming in a few years. They are very approachable, detailed and explain the markets in down to earth ways which is greatly appreciated. The service they provide is personal as well as professional and I am secure and happy knowing my funds are in such great hands.
◼ Relationship to Financial Advisor: Current Client
◼ Compensation: This reviewer received no compensation for this review.
◼ Conflicts of Interest: There are no material conflicts of interest.