Schnell Financial Group, LLC
Legacy and Wealth Management
Our Clients


Our Legacy and Wealth Management services are designed to be very beneficial for higher net-worth individuals and families with investable assets in excess of $1,000,000.00 and successful business owners with substantial investment portfolios and pension plan assets that also needs an advisor with extensive business and tax planning experience. These individuals, families and successful business owners have more complex investment, tax and estate planning issues that  Schnell Financial Group, LLC is able to solve.  

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