Web Summary
Q1: What is the physical address of Mark J Snyder Financial Services Inc., also known as Snyder Wealth Group?
A1: The physical address of Mark J Snyder Financial Services Inc., also known as Snyder Wealth Group, is 1733 N. Ocean Avenue, Suite B, Medford, NY 11763.
Q2: What type of products does Snyder Wealth Group offer to its clients?
A2: Although the provided text does not explicitly mention specific product offerings, it mentions that Snyder Wealth Group provides a wide range of financial services, including investment management, tax strategies, estate planning, risk management, insurance planning, business ownership, and retirement planning.
Q3: What industry or sector does Mark J Snyder Financial Services Inc., also known as Snyder Wealth Group, operate in?
A3: Based on the provided content, it appears that Mark J Snyder Financial Services Inc., also known as Snyder Wealth Group, operates in the financial services industry, specifically in the area of wealth management and retirement planning.
Q4: What services does Snyder Wealth Group offer to its clients?
A4: According to the text, Snyder Wealth Group offers comprehensive long-term financial planning, personalized service, investment management, tax strategies, estate planning, risk management, insurance planning, business ownership, retirement planning, and legacy and philanthropy services. The firm also provides guidance on navigating social security, income distribution strategies, and long-term care planning.
Q5: What is the contact information for Snyder Wealth Group?
A5: The contact information for Snyder Wealth Group includes a phone number of (631) 289-4224 and a fax number of (631) 289-8130. The firm's physical address is also provided as 1733 N. Ocean Avenue, Suite B, Medford, NY 11763.
Q6: What is the fiduciary status of Snyder Wealth Group?
A6: According to the text, Snyder Wealth Group is a fiduciary, which means that it acts in the best interests of its clients and has a duty to provide unbiased advice.
Q7: Is Snyder Wealth Group registered with any regulatory bodies or organizations?
A7: Yes, according to the provided content, Snyder Wealth Group is registered with FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). Additionally, Mark J. Snyder Financial Services, Inc., which is a Registered Investment Advisor doing business as Snyder Wealth Group, has notice filed in certain states.
Q8: Are there any specific restrictions on who can invest with Snyder Wealth Group?
A8: According to the text, no offers may be made or accepted from residents outside of the specific states where Snyder Wealth Group has notice filed, which includes Florida, New York, and Vermont. Additionally, advisory services are strictly intended for individuals residing in these states.