Firm Profile

About Schneider Financial Group Ltd.

Personalized Strategies for Success

Schneider Financial Group Ltd. is dedicated to giving clients the tools and knowledge they need to understand their financial goals best. We understand the sensitive nature of handling personal assets, and we are passionate about being invested in a long-term partnership with our clients. With our experience in managing a business in many different industries, our firm is well equipped to navigate clients toward their goals.

Full-Service Financial Planning

When building savings for retirement or saving for their child’s education, clients can rely on our experience to help them realize their objectives. We collaborate with clients to find how much they need to put away to accomplish their savings target and we can create a plan to increase savings over time. Besides financial planning, our team is also capable of offering tax advice that reduces liabilities and increases returns.

Our Mahopac firm provides additional financial planning services, including:

  • Estate Planning
  • Portfolio Management
  • Trusts
  • Financial help for Seniors
  • Small Business Accounting
  • Payroll Services
  • QuickBooks Services

Our team of financial experts supports clients throughout their journey toward achieving long-term goals by proactively creating solutions when facing potential challenges. Beginning with a free consultation, we will discuss your current standing and goals regarding your finances. Then, we create a tailored strategy, which focuses on improving your financial standing long-term, and ethically reduces the amount of taxes owed.

We provide a guideline for you to follow, and we will take the time to explain the approach thoroughly. We utilize our experience to guide our decisions regarding your finances and strive to make the best of any opportunities to improve accounts or provide new methods by which to save more money.

Contact our Firm for Expert Financial Planning

Serving Mahopac, our team of professionals can help individuals and sole proprietors achieve their personal financial goals. To set up a consultation, call our firm today.

Days until April 15

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Business Hours

Mon Tue Wed Thu Fri Sat Sun
9am 9am 9am 9am 10am
5pm 5pm 5pm 5pm 4pm Closed
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© Schneider Financial Group Ltd. 2021, 824 Route 6, Suite 4, Mahopac, NY 10541
T: (845) 628-5400 F: (845) 628-5460 E: info@sfgtaxes.com

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