Welcome
Welcome to Schultz Financial Services! We work to create an environment of mutual trust and respect. We hold ourselves accountable to relationship standards for every client. Our ideals foster an environment of total disclosure and transparency. Like every great relationship we are committed for the long haul. Our growth continues through direct referrals from our satisfied customers.
 
Registered Investment Advisor
Click here for more information about RIA.
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Services
Having a choice is important in investing. It is our belief that investors' plans should change as their lifestyles and needs do. We strive to help our clients create and grow wealth, protect and preserve wealth, and transfer wealth during life and at death in the most tax-advantaged way.

Services include but are not limited to:
  • Retirement Planning
  • Asset Management
  • Estate Planning
  • Financial Planning and Consulting Services
  • Mutual Funds

Click here for more information on our services.

      



 
 
 

IMPORTANT DISCLOSURES   
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY

http://www.sipc.com/