Understanding Today's Financial Environment with Steven Schmidt
Welcome, I'm Steven Schmidt, Senior Vice President at Schmidt Wealth Solutions, a Financial Advisory Practice at Osaic Wealth. As a financial professional with over 35 years' experience in the financial services and banking industry, I am all too familiar with today’s ever changing financial environment. Investors are facing unique challenges as they plan for the future and look to increase their wealth.
Whether you are investing for retirement, planning to make your retirement income last, saving for college, a house, a business, or other financial goals, I can offer solutions to help make them come to fruition. Let's work together through the various stages of your life, so you can the live the lifestyle you deserve.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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