About Snider Retirement Strategies
The 5 Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client's evaluation.
Our mission is to provide you financial confidence using innovative strategies, while providing you a personal experience,
all of which surpass your expectations.
Financial Confidence
Enjoy the confidence that comes from having a professional wealth management team manage your finances. We hope to build your confidence and free up your time, so you can focus on your other goals and joys in life.
Innovative Strategies
Together we create an innovative investment strategy to meet your current or future investment income goals. We use state of the art wealth management technology and a network of professionals to help you.
Personal Experience
Our staff is committed to personalizing the SRS experience. We are here to serve you and to answer any questions you may have.
Surpass Expectations
We strive to go above and beyond your expectations in the level of service we provide.
About Snider Retirement Strategies
Snider Retirement Strategies is a full-service wealth management team of Financial Advisors and Certified Public Accountants. We serve people who seek one "go-to" company for every aspect of their finances.
Independent advicePersonalized service
Comprehensive wealth management
Organizing your life
Confidence
Our Team
Our partners have decades of experience in financial planning and they continually upgrade and enhance that experience through a rigorous program of continuing education conferences and coursework.
Monte SniderGail Taback
Ana Grade
Bob Kemper